Define Custom Filters
This page is applicable to all report types except the pivot chart and pivot table.
Overview
Custom filters are predefined manually by the admins based on conditions that are best suited for displaying the specific records for the user. When the user selects the custom filter, the records will be matched with the condition defined by the admin. For example, in an order management application, you can display the records of orders that are placed only today and yesterday to the user by setting the custom filter criteria. The user can easily filter the report by applying this custom filter. You can also set multiple filter criteria with logical operators.
Set custom filters in the report
To set custom filters on your report:
- Navigate to the Design page.
- Hover on the preview of the report and click Open Report Properties.
- Select Custom Filters and click + Add Custom Filters.
- Name your filter and select the filter criteria.
A criterion consists of: - Criteria field - Name of the Form field to compare its values.
- Operator - The operator to evaluate the field value. The types of operator depend on the criteria field type. The operators for each field type are given below:
- Number: equals, not equal to, less than, less than or equal to, greater than, greater than or equal to.
- Boolean: equals.
- Date & Date-Time: The operators available for this field type are mentioned in the table below.
Operator
Special operators for Date & Date-Time fields
(n represents the number in the value field)Day
Week
Month
Year
equals
not equal to
before
after
is null
is not nullyesterday
today,
tomorrow
last n days
next n day
n days agolast week
this week
next week
last n weeks
next n weeks
n weeks agolast month
this month
next month
last n months
next n months
n months agolast year
this year
next year
last n years
next n years
n years ago - Others: equals, not equal to, starts with, ends with, contains, does not contain.
- Value - The data or a system variable, the user must enter in order to meet the criteria. This field is optional when isnull operator is used.
- Click the + Add New or AND and OR buttons at the end of each condition or criteria to add multiple criterion to this filter. When you click +Add New button, it displays the logic operators in dropdown state.
- AND implies the both criteria to be met while executing the filter.
- OR implies at least one criteria to be met while executing the filter.
- Click Create.
- Your filter will be listed under the Custom Filter section. Click
icon to add another filter or click Done to exit the builder.
- While accessing the application live, select the custom filter by clicking on the down arrow near the report name to filter the report based on your custom filter criteria.
Editing the Custom Filter
After creating the custom filter, you can edit the custom filter by adding, deleting, or modifying the filter criteria.To edit the custom filter:
- Navigate to the Custom Filter section.
- Click the edit icon near the filter which you want to edit.
- Edit the name and criteria or set additional criteria to the filter.
- Click the delete icon near the filter criteria to delete that specific criteria.
- Click Save.
Deleting the Custom Filter
To delete the custom filter:
- Navigate to the Custom Filter section.
- Click the delete icon near the filter you want to delete.
- Click Yes in the warning pop-up.
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