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

For instance, you have a sales management report that has information of targets achieved by the team members. You already have the team members and months as a quick filter. But you can have a custom filter that says Last 5 weeks records and Last 10 weeks records, allowing a certain level flexibility and precision.

Custom filters will be available for when you access your report from browser, phone, or tablet. In the browser, these filters will appear as a separate dropdown list. In phone and tablet, custom filters appear with the report title. Click the same will display the predefined filters which you can select and apply to your records.

1. Define custom filters
2. Understand predefined filters
3. Understand quick filters
4. Understand predefined sorting
5. Understand predefined grouping