Filters
Filters decide which records the report includes. They apply to every part of the report — the row list, the group totals, the chart, the drill-downs, and the export all reflect the same filtered set.
Adding a Filter
- In the editor sidebar, click Add filter
- Pick the field to filter on
- Pick the operator
- Enter the value
- Click Done
The condition appears in the sidebar as a single line — "Stage is Won" — and the preview re-runs as soon as the condition is complete. Click a condition to edit it; click the ✕ to remove it.
A half-finished condition — no field chosen, or an empty value — is not applied and is dropped if you close the editor while it is incomplete. This keeps the preview from silently running on a condition you were still writing.
AND / OR Logic
With two or more conditions, a selector appears above them:
| Setting | Meaning |
|---|---|
| Matching ALL conditions | A record must satisfy every condition (AND) |
| Matching ANY condition | A record must satisfy at least one condition (OR) |
The setting applies to the whole filter list — conditions cannot be nested into sub-groups.
Operators
The operators offered depend on the field's type.
| Operator | Reads as | Field types |
|---|---|---|
| Equals | is | Text, Email, Number, Date, Date & time, Checkbox, Yes/No |
| Does not equal | is not | Text, Email, Number, Date, Date & time, Checkbox, Yes/No |
| Greater than | > | Number, Money, Date, Date & time |
| Less than | < | Number, Money, Date, Date & time |
| Greater than or equal to | >= | Number, Money, Date, Date & time |
| Less than or equal to | <= | Number, Money, Date, Date & time |
| Between | is between | Number, Money, Date, Date & time |
| Contains | contains | Text, Email, Textarea, Link |
| Does not contain | does not contain | Text, Email, Textarea, Link |
| Starts with | starts with | Text, Email, Textarea, Link |
| Ends with | ends with | Text, Email, Textarea, Link |
| Is any of | is any of | Dropdown, Select, User, Multi-value |
| Is none of | is none of | Dropdown, Select, User, Multi-value |
| Has all of | has all of | Multi-value only |
| Is known | has any value | Any field type |
| Is unknown | is empty | Any field type |
Is known and Is unknown take no value — the operator is the whole condition.
Dropdown, user, and other selection fields deliberately use Is any of / Is none of rather than Equals: selecting one value from the list does the same job, and the same control handles several values at once.
Has all of only appears on multi-value fields. On a single-value field it could never match more than one value, so it isn't offered.
Date Filters
Date and date-and-time fields accept either a fixed date or a relative period. A relative period is re-evaluated every time the report runs, so "This Month" always means the month you run it in — not the month you built the report in.
Available periods:
| Current | Past | Future |
|---|---|---|
| Today | Last 7 Days | Next Week |
| This Week (Sun – Today) | Last 30 Days | Next Month |
| This Month | Last Week (Sun – Sat) | |
| This Quarter | Last Month | |
| This Year to Date | Last Quarter | |
| This Year | Last Year | |
| This Year to Last Month | Last Year to Date | |
| Last 12 Months to Date |
You can also build an offset — a number of Days, Weeks, Months, or Years before or after today.
A condition using a period reads as "Created Date is in This Quarter" in the sidebar, without an operator, because naming the period is the comparison.
Relative periods are what make a saved report worth scheduling into your routine. A report filtered to "This Month" is a live report; the same report filtered to a fixed date range is a snapshot that ages.
Filters in the Viewer
The viewer shows a read-only summary of the report's filters beneath the description, so anyone reading the results can see what was excluded. Filters are changed in the editor, by the report's owner.
Limits
A report can hold up to 50 filter conditions.