This page is applicable to all report types except the pivot chart and pivot table.

Overview

Set custom filters in the report

1. Navigate to the Design page. 
2. Hover on the preview of the report and click Open Report Properties.
   
   
   
3. Select Custom Filters and click + Add Custom Filters.
   
   
   
4. Name your filter and select the filter criteria.
   
   
   A criterion consists of:
1. Criteria field - Name of the Form field to compare its values.
   
2. 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:
   
1. Number: equals, not equal to, less than, less than or equal to, greater than, greater than or equal to.
   
2. Boolean: equals.
   
3. 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 null	yesterday today, tomorrow last n days next n day n days ago	last week this week next week last n weeks next n weeks n weeks ago	last month this month next month last n months next n months n months ago	last year this year next year last n years next n years n years ago

   
   
4. Others: equals, not equal to, starts with, ends with, contains, does not contain.
   
3. 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.
   
   
5. 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.
   
1. AND implies the both criteria to be met while executing the filter.
   
2. OR implies at least one criteria to be met while executing the filter.
   
   
6. Click Create.
   
   
   
   
7. Your filter will be listed under the Custom Filter section. Click  icon to add another filter or click Done to exit the builder.
   
   
   
8. 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

1. Navigate to the Custom Filter section.
2. Click the edit icon near the filter which you want to edit.
   
   
   
3. Edit the name and criteria or set additional criteria to the filter.
   
   
   
4. Click the delete icon near the filter criteria to delete that specific criteria.
   
   
   
5. Click Save.
   
   

Deleting the Custom Filter

1. Navigate to the Custom Filter section.
2. Click the delete icon near the filter you want to delete.
   
   
   
3. Click Yes in the warning pop-up.

Related Topics

1. Understand Predefined Custom Filters