This article discusses the different types of filters available in the report builder and how to apply them.
Adding a Filter
Clicking into the Filters 'Add' dropdown list in the report builder provides you with several filter options to apply to your report.
- Field Filter - select to filter by any of the fields available in the report type.
- Filter Logic - where multiple filters are applied, choose how they work with each other.
- Cross Filter - reference related data objects for advanced report filters.
- Row Limit - set a limit on the data rows that the report will retrieve.
You can also add a filter by dragging and dropping a field into the filter section from the Fields section to the left of the interface.
When adding a field filter:
- Select the field that you'd like to filter by.
- Select an operator - equals, greater than, less or equal, includes, etc.
- Add the value to filter by.
- Click on OK to apply the filter.
Filter Logic allows you to choose how the filters work with each other using OR and AND whenmultiple filters are applied. By default all filters will be added with AND logic, this means that all the filters will apply to the report.
Adding OR to the logic means that either filter can apply but not necessarily both filters. When using OR logic, place brackets around the filter numbers that are using this logic.
Cross Filters allow you to reference related data objects for advanced filters. For example, in the image below we're referencing the Cases object, which is related to Contacts, and retrieving Contacts who have a 'New' or 'In Progress' Case in the database.
The Row Limit function allows you to set a limit on the amount of records that are retrieved and order them by specific fields.
The Show dropdown list allows you to filter the report based on record ownership.
The Date Field function allows you to select from any of the date fields available in the report type and select a range based on the selected field. There are a number of set ranges for you to choose from (Current FY, Current CY, Last Month, etc.) or you can select a custom range.