Understand Predefined Filter | Zoho Creator Help

Understand Predefined Filter

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

Sifting the voluminous data to retain particular information is what filtering is all about. It is often essential to selectively display and view data. For instance, you can have a single report based on a form and three different kinds of audience. Your audience might be of different demographics and the kind of information they are looking for might be different as well. In such a case, you can create three separate reports for the three audience types. This is easily achievable with the use of Filter feature.

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

  1. Set filter


    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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              



                            



                          Manage your brands on social media

                              Zoho Marketing Automation

                                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 SalesIQ Resources



                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep 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 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 ...
                                                                                          • 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 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 ...
                                                                                          • Understand Predefined Print Template

                                                                                            A print template is a predefined template that can be applied to your report while printing. This template facilitates a structure exclusively applicable to the printed report, unmindful of the layout the report is set to. Along with the required ...
                                                                                          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