Filter Table Reports

Display the data you need with filters on Table Reports

Table Reports can display all data between related Workflows; however, there are situations where you may want to display targeted information. Filters allow you to preset subsets of data on Table Reports for display. If you need guidance on how you can create Table Reports, you can refer to Create Table Reports.

Working With Filters

You can add filters to your Table Report by clicking Edit Report at the top right of the Table Report in question. In the modal that pops up, scroll to the "Filters" section and click + Add Filter. 

You can then select the Field you want to filter by. You can even filter Records based on Fields that are not included in the Table Report. 

Filtering Options

The types of filters you can apply will vary depending upon the type of Field you are filtering on and whether it is a text-based Field or a numeric Field. The types of filters available for different Fields are listed in the charts below.

Filters for Text-based Fields

If you filter on multiple values in the same field, the system will apply OR logic to determine what should be displayed. If you filter on different fields, the system will apply AND logic and display records that relate to all of the filters.

Filters for Numeric Fields 

Relative Date Filters

Due Date and Custom Date Fields can be used to create filters that are relative to the Current Date. When you add a filter for a Due Date or Custom Date Field, select the Relative filter option, then select an operator from EQUALS, NOT EQUALS, GREATER THAN, LESS THAN, and DATE RANGE. Note that the Current Date can only be selected with the operators EQUALS, NOT EQUALS, GREATER THAN, and LESS THAN. You must select DATE RANGE in order to choose from a given set of time interval options (with no option to select the Current Date).

There are several time intervals before and after the Current Date that are supported by the relative date filter with the DATE RANGE operator, including:

• LAST 7 DAYS

• LAST 30 DAYS

• LAST 3 MONTHS

• LAST 6 MONTHS

• LAST 9 MONTHS

• LAST 1 YEAR

• NEXT 7 DAYS

• NEXT 30 DAYS

• NEXT 3 MONTHS

• NEXT 6 MONTHS

• NEXT 9 MONTHS

• NEXT 1 YEAR

Example Use Case

In the context of an Enterprise Risk Management Application, you might want to only view Risks that have an Inherent Risk Score that categorizes the Risk as "High." Such a filter will have the following configuration. 

Note that, as in the case above, if Calculation Field has a label associated with it, the Field can be filtered based on either the value of the Field or the label. 

Once a filter is added, you can click on the gear icon and toggle the filter to Flexible. This will allow your end users disable the filter when viewing a Table Report if they wish to do so.