Difference Between Filters, Quick Filters and Custom Filters
What Does This Page Cover?
Comparison
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Predefined Filters |
Quick Filters/Auto Filters |
Custom Filters |
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When predefined filters are applied to a report, the user can only view the filtered records. The filter criteria are fixed by the admins or developers to present users with a specific subset of records, and users cannot modify the filter or view records beyond the predefined conditions. |
Quick filters are configured by admins or developers based on choice fields (Dropdown, Radio, Checkbox, Multi-select) or date-time field values. Users can filter the report using a quick filter by selecting the values of these field types in live mode. Unlike predefined filters, which are static and set in advance, quick filters are designed for users, allowing them to filter the report by selecting preferred values. Additionally, users can also save the filtered report for quick reference. |
Custom filters operate based on pre-defined criteria set by admins or developers, which users can choose to apply to their reports in live mode. Unlike quick filters, which allow users to select specific field values dynamically, custom filters enable users to optionally apply complex filtering criteria to the report that has been predefined. |
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For example: In an event management report that includes all event details, predefined filters can be applied to only view upcoming events and exclude ended events. These predefined filters will always be applied to the report while accessing it in live mode, ensuring that users consistently see relevant information. |
For example: Consider an employee management report that includes all employee details and their assigned office locations. Admins or developers can configure quick filters for the locations field. Users can then access the quick filters from the report to view only the employee records based on the selected location. |
For example: Consider a tasks report in a task management application that contains all tasks. Admins or developers can configure custom filters by setting criteria to only view the high-priority tasks assigned to the logged-in user. Users can then access this custom filter from the report to view only the tasks based on the preset criteria. This helps users quickly focus on their most critical tasks. |
See How it Works
Tips
- Users can remove applied quick filters and custom filters from the report.
- Using search functionality, users can filter the report manually without using the quick filters or custom filters.
- Admins and developers can save the applied quick filters as a new report, as a predefined filter to the existing report, or as a custom filter for users.
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