Understand Predefined Custom Filters | Zoho Creator Help

Understand Predefined Custom Filters

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

Filtering is the act of drilling down to specific records, while omitting irrelevant records that are not required at the time of viewing. Quick filters already serve this purpose. However, custom filters go a step ahead, enabling you to be precise about the parameters with which the records can be filtered. These filters are predefined based on conditions that you decide are best suited to select records for displaying. The records that appear on selecting custom filters will match the condition that you have defined for them.

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.

Related Topics


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION





                              Quick Links Workflow Automation Data Collection
                              Web Forms Enterprise Begin Data Collection
                              Interactive Forms Workplace Data Collection App
                              CRM Forms Customer Service Accessible Forms
                              Digital Forms Marketing Forms for Small Business
                              HTML Forms Education Forms for Enterprise
                              Contact Forms E-commerce Forms for any business
                              Lead Generation Forms Healthcare Forms for Startups
                              Wordpress Forms Customer onboarding Order Forms for Small Business
                              No Code Forms Construction RSVP tool for holidays
                              Free Forms Travel
                              Prefill Forms Non-Profit

                              Intake Forms Legal
                              Mobile App
                              Form Designer HR
                              Mobile Forms
                              Card Forms Food Offline Forms
                              Assign Forms Photography
                              Mobile Forms Features
                              Translate Forms Real Estate Kiosk in Mobile Forms
                              Electronic Forms Banking 
                              Notification Emails for Forms Alternatives Security & Compliance
                              Holiday Forms Google Forms alternative  GDPR
                              Form to PDF Jotform alternative HIPAA Forms
                              Email Forms
                              Encrypted Forms
                              Embeddable Forms
                              Secure Forms
                              Drag & drop form builder
                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now




                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Understand Predefined Grouping

                                                                                                                          This page is applicable only to list, calendar, and timeline report types. Grouping indicates categorizing information into clusters, based on parameters that help you define the groups. By grouping your data, you can achieve a certain level of ...
                                                                                                                        • Understand Predefined Sorting

                                                                                                                          This page is applicable to all report types except pivot chart and pivot table. Sorting creates a linear, sequentially arranged data structure that helps you eliminate the hassles of haphazardly maintained information. It enables you to easily glance ...
                                                                                                                        • 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 ...
                                                                                                                        • Difference Between Filters, Quick Filters and Custom Filters

                                                                                                                          What Does This Page Cover? Learn and understand the difference between the types of filters (Predefined Filters, Quick Filters, and Custom Filters) supported in Zoho Creator Reports to use them effectively as needed. Comparison Predefined Filters ...
                                                                                                                        • Understand Predefined Quick Filters

                                                                                                                          This page is applicable to all report types except pivot chart and pivot table. Quick filters make narrowing down to specific records easier. Filtering must be based on certain conditions that the user deems suitable to drill down to the records that ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources