Understand Predefined Filter
This page is applicable to all report types except pivot chart and pivot table.The predefined filter functions based on the principle that records that match the specified criteria must be displayed when the report loads for the user. So, the report features only those records.
List Report
For example, if you have a Student Register application with a report that details the Student Profile that includes personal information and department details, filter will help you effectively compartmentalize the information based on departments. You can add a criteria that filters records matching a specific department to appear in a report. Thus, each department could be a filter criteria based on which the records are displayed.
In the image below, the field value English in the Department field serves as the criterion based on which the records are filtered and displayed:
In the image below, the field value Biochemistry in the Department field serves as the criterion based on which the records are filtered and displayed:
Spreadsheet Report
For example, if you have a Student Register application with a report that details the Student Profile that includes personal information and department details, filter will help you effectively compartmentalize the information based on departments. You can add a criteria that filters records matching a specific department to appear in a report. Thus, each department could be a filter criteria based on which the records are displayed.
In the image below, the field value English in the Department field serves as the criterion based on which the records are filtered and displayed:
In the image below, the field value Biochemistry in the Department field serves as the criterion based on which the records are filtered and displayed:
Calendar Report
For example, if you have an event management application with a report that details the venue and timings of events that happen in various locations and attendees in each event, filter will help you effectively compartmentalize the information. You can add a criteria that filters records matching a specific location to appear in a report. Thus, each location could be a filter criteria based on which the records are displayed.
In the image below, the field value New York in the Location field serves as the criterion based on which the records are filtered and displayed:
In the image below, the field value California in the Location field serves as the criterion based on which the records are filtered and displayed:
Timeline Report
For example, if you have an employee management application with an Attendance report that has in-time and out-time details of employees belonging to different shifts, filter will help you effectively compartmentalize the information. You can add a criteria that filters records matching a specific shift timing to appear in a report. Thus, each shift could be a filter criteria based on which the records are displayed.
In the image below, the field value First Shift in the Shift field serves as the criterion based on which the records are filtered and displayed:
In the image below, the field value Second Shift in the Shift field serves as the criterion based on which the records are filtered and displayed:
Kanban Report
For example, if you have an event management application with a report that details the venue and timings of events that happen in various locations and attendees in each event, filter will help you effectively compartmentalize the information. You can add a criteria that filters records matching a specific location to appear in a report. Thus, each location could be a filter criteria based on which the records are displayed.
In the image below, the value Texas of Address field serves as a criterion based on which the records are filtered and displayed.
In the image below, the value New York of Address field serves as a criterion based on which the records are filtered and displayed.
List Report
For example, if you have an event management application with a report that details of venue and timings of events that happen in various locations and attendees in each event, filter will help you effectively compartmentalize the information. You can add a criteria that filters records matching an event type to appear in a report. Thus, each event could be a filter criteria based on which the records are displayed.
Here, the field value Workshop in the Event field serves as the criterion based on which the records are filtered and displayed:
Here, the field value Marketing Event in the Event field serves as the criterion based on which the records are filtered and displayed:
Related Topics
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
All-in-one knowledge management and training platform for your employees and customers.
Create. Review. Publish.
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
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 ...Understand Objection Detection model
AI Models have undergone a major revamp and is now renamed as AI Modeler that lets you build, train, and publish models to be used across your apps. If you've created models prior to this revamp, click here to know more. Note: AI calls are consumed ...Set Filter
This page is applicable to all report types except pivot chart and pivot table. Using filters in a report enables you to separate and view only the records that you require. Applying filter ensures that only the filtered records are displayed on ...Understand kanban report
Kanban report provides an ideal solution to visualize records capturing a process flow, the progress of a process, or status of the process. The report displays records as cards, and these cards are compartmentalized into separate entities. This ...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 ...