Report Filter Overview
- 17 Jan 2022
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Report Filter Overview
- Updated on 17 Jan 2022
- 4 Minutes to read
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Overview
Report filters can be added to limit and display only relevant information for the user on a Report. Below is a list of some available filtering options and their categories.
For more information, such as adding a filter to a Report, please visit Adding a filter to a report or Rule filter on a Report for an example on how to create a rule filter.
Report Filter list
| Entity Filters | Function |
|---|---|
| Archived | Filters entities based on the is_archived field |
| Created by me | Filters entities based on if they are created by the current user |
| Created within X days | Filters entities based on if they were created within X amount of days |
| Edited within X days | Filters entities based on if they were edited within X amount of days |
| Hidden | Filters entities based on if the Hidden field for the entity is true |
| Limit to X Entities | Limits the number of entities to be displayed on the Report |
| Modified by me | Filters entities based on if they were last modified by the current user |
| Not in Folder | Filters entities based on if they exist are not found in the same folder as the Report |
| Recently Created | Filters entities based on if they were recently created. Can set the count of recently created entities to display |
| State Filter | Filters entities based on their state |
| Text Search | Filters entities based on a text search on the Name and Description fields |
| Field Filters | Function |
|---|---|
| Does not Equal | Filters entities based on if the data field's value does not equal the filtered value |
| Contains | Filters entities based on if the data field's value contains the filtered value |
| Ends With | Filters entities based on if the data field's value ends with the filtered value |
| Equals | Filters entities based on if the data field's value equals the filtered value |
| Not Empty | Filters entities based on if the data field's value is not empty |
| Empty | Filters entities based on the data field's value is empty |
| Starts with | Filters entities based on if the data fields value starts with the filtered value |
| In List | Filters entities based on a list of filtered value |
| Not in List | Filters entities based on if they are not in a list of filtered values |
| Does not Contain | Filters entities based on if the data field's value does not contain the filtered value |
| Does not End With | Filters entities based on if the data field's value does not end with the filtered value |
| Does not Start With | Filters entities based on if the data field's value does not start with the filtered value |
| is False | Filters entities based on if the data field's value is False |
| Is True | Filters entities based on if the data field's value is true |
| Greater than | Filters entities based on if the data field's value is greater than the filtered value |
| Greater than or Equal to | Filters entities based on if the data field's value is greater than or equal to the filtered value |
| Less than | Filters entities based on if the data field's value is less than the filtered value |
| Less than or Equal to | Filters entities based on if the data field's value is less than or equal to the filtered value |
| Older than Timespan | Filters entities based on if a dateTime field is older than the specified timespan |
| Within Timespan | Filters entities based on if a dateTime field falls within the specified timespan |
| Younger than Timespan | Filters entities based on if a dateTime field is younger than the specified timespan |
| Today | Filters entities based on if the dateTime field is equal to the current date |
| Tomorrow | Filters entities based on if the dateTime field is equal to tomorrow's date |
| Yesterday | Filters entities based on if the dateTime field is equal to yesterday's date |
| Last Week | Filters entities based on if the dateTime field falls into last week's date range |
| This Week | Filters entities based on if the dateTime field falls into this week's date range |
| Next Week | Filters entities based on if the dateTime field falls into next week's date range |
| Last Month | Filters entities based on if the dateTime field falls into last month's date range |
| This Month | Filters entities based on if the dateTime field falls into the current month's date range |
| Next Month | Filters entities based on if the dateTime field falls into next month's date range |
| Last Year | Filters entities based on if the dateTime field falls into last year's date range |
| This Year | Filters entities based on if the dateTime field falls into the current year's date range |
| Next Year | Filters entities based on if the dateTime field falls into next year's date range |
| Before Days Filter | Filters entities based on if the dataTime field occurs before X number of days |
| After Days Filter | Filters entities based on if the dataTime field occurs after X number of days |
| Folder Filters | Function |
|---|---|
| For Current Folder | Filters entities based on if they exist for the current folder the Report is located in |
| For Current Folder and Subfolders | Filters entities based on if they exist in the current folder and subfolder the Report is located in |
| For Current's Subfolders | Filters entities based on if they exist in the subfolders the Report is located in |
| For Folder | Filters entities based on if they exist in a specified folder |
| For Folder and Subfolders | Filters entities based on if they exist in a specified folder or its subfolders |
| For Parent Folder | Filters entities based on if they exist in the Parent folder for the folder the Report is located in |
| For Subfolders | Filters entities based on if they exist in subfolders for the specified folder |
| In missing Folders | Filters entities based on if they exist or are missing from certain folders |
| Infrastructure Filters | Function |
|---|---|
| And | Provides a way for a user to specify the entity needs to match both filter criteria in order to be displayed on the report |
| Or | Provides a way for a user to specify the entity needs to match at least one of the filter criteria in order to be displayed on the report |
| SQL Based Filters | Function |
|---|---|
| Current Folder Filter | Provides a way to specify a filter to the report based on specific fields of the folder. |
| Current User Filter | Provides a way to specify a filter to the report based on the current user. |
| Additional Filters | Function |
|---|---|
| Date Range Filter | Provides a way to filter a report by specifying a date range for a dateTime field of an entity. |
| Respect Permissions | Provides a way to filter the Report based on if the current user has the below permissions for the entity |
| Rule Filter | Allows the user to create a custom rule filter on a report. |
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