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.
Viewer Filters
Viewer filters let anyone running the report choose a value for themselves — a different date range, a different salesperson, a different stage — without editing the report.
You decide which field each one filters on and how it compares. The viewer only picks the value.
Adding a Viewer Filter
- In the editor sidebar, under Viewer filters, click Add viewer filter
- Pick the field and the operator
- Choose what the filter Starts as:
- Any — the report shows every record until a viewer picks a value
- A set value — enter the value the report opens filtered to. Tick Viewers can't clear it if the report should always be filtered by this field.
- Optionally enter a Label to show in place of the field name, such as "Sold in"
- Click Save
The preview in the editor runs on the starting values.
For a date field, choose Is between and a relative period such as "This Month". Viewers can then switch the period ("Last Quarter") or enter fixed dates.
Changing a Viewer Filter in the Viewer
Each viewer filter shows as a chip above the results, such as Salesperson is Jane Smith.
- Click the chip
- Pick a new value
- Click Apply
The report re-runs from the first page. In the chip's editor:
- Reset to default returns the filter to the starting value the report's author set
- Clear removes the filter, so it no longer narrows the report. It is not offered when the author made the filter required.
A cleared chip reads Any.
How Viewer Filters Combine With the Report's Filters
The report's own filters always apply, and viewers cannot change or remove them.
Each viewer filter narrows the report's own filters. It never widens them. If the report's own filters use Matching ANY condition, the report still keeps a record only when it matches:
- any one of the report's own conditions, and
- every viewer filter that has a value
A viewer can only ever see fewer records than the report's own filters allow, never more.
The summary line under the description lists both kinds, for example: Filtered by (Stage is Won, or Stage is Sold), and Salesperson is Jane Smith.
Viewer Filter Values in the Address
The values a viewer picks are kept in the page address. You can bookmark a filtered view or send the link to a colleague, and it opens with the same values. Reloading the page keeps them.
Nothing is remembered per person. Opening the report without those values in the address starts from the starting values again.
Drill-downs and full exports use the values on screen. See Drill-Down and Exporting.
Filters in the Viewer
The viewer shows a summary of the report's filters beneath the description, so anyone reading the results can see what was excluded. Only viewer filters can be changed from the viewer. The report's own filters are changed in the editor.
Limits
A report can hold up to 50 filter conditions and up to 10 viewer filters.