Filter data using quick and custom filters | Zoho Sprints Help

Filter data using quick and custom filters

Zoho Sprints has an advanced filter capability to facilitate narrowing down to relevant data amidst voluminous information. You will be able to curate and view required details based on predefined or custom conditions.

Let's assume you are the workspace owner and you have multiple projects catering to different streams of your business, like development, design, testing, marketing, implementation, and so on. The data associated with all these projects is available for you.

However, you need to view data of one particular stream, let's say implementation and in particular implementation projects that had started two weeks before. All you need to do to view those details is to filter using appropriate criteria. When the criteria is applied, the data that match the criteria will be displayed.

Types of filters

There're two types of filters: Quick and Custom filters.

Quick Filters: These are predefined filters that are available in Zoho Sprints. The conditions are built using the key components and details that are part of your application and projects. You can select a single attribute or multiple attributes based on which you need your data filtered.



Custom filters: These are advanced filters that allow you to build your criteria one by one, creating a criteria pattern that performs the function of a filter. You can select the fields and define the conditions and their values. Apply the filter to view the data that match the criteria pattern.



Saved filters: You can save and reuse the filters. For example, if you've specified multiple criteria in quick or custom filters, you can save them as a single filter and reuse it later.

Benefits

  1. It helps you sift through copious amounts of data.
  2. Applying conditional criteria enables you to fetch data with precision.
  3. Quick filters are effort saving because they are predefined and ready to use.
  4. Custom filters help create unique filter criteria.
  5. Saving the filters helps you reuse the filters, eliminating redundancy of effort.
  6. Exporting filtered records is supported.
  7. Filter capability is available across modules. 

Apply quick filters

  1. Navigate to the all projects window. (Or, to the respective modules like backlog, epic, release, meeting, timesheet, or portfolio view.)
  2. Click the Filter icon at the top.

  3. Select Quick Filters option in the dropdown menu. The Quick Filters window with predefined filters will appear.
  4. Select the required filters.
  5. Click the Apply button. The data matching the applied criteria will be displayed.
  1. Click the Reset button to undo selection.
  2. Click the Save Filter option to give a name and save the group of criteria as a filter.
  3. Click the Clear button to remove the applied filter.

Create and apply custom filter

  1. Navigate to the all projects window. (Or, to the respective modules like backlog, epic, release, meeting, timesheet, or portfolio view.)
  2. Click the filter  icon at the top.
  3. Select Custom Filters option in the dropdown menu. The Custom Filter window will appear.
  4. Select a Field.
  5. Select a Condition.
  6. Enter a value.
  7. Click the +Criteria button to add another row of criteria.
  8. Specify if it is an AND/OR condition.
  9. Fill the fields accordingly.

  10. Click the Apply button. The data matching the applied criteria will be displayed.
  1. Use the edit option in the criteria pattern to group conditions and define the order of execution of the criteria.
  2. Click the Save Filter option to give a name and save the group of criteria as a filter.
  3. Click the Clear button to remove the applied filter.

Apply saved filter

  1. Navigate to the all projects window. (Or, to the respective modules like backlog, epic, release, meeting, timesheet, or portfolio view.)
  2. Click the filter icon at the top.
  3. Select the required filter from the Saved Filter option in the drop-down menu. The data matching the applied criteria will be displayed.
Click the in-line edit or delete icons to edit or delete saved filters.

Export filtered data

  1. Navigate to the all projects window. (Or, to the respective modules like backlog, epic, release, meeting, timesheet, or portfolio view.)
  2. Click the filter icon at the top.
  3. Select Quick Filters option in the dropdown menu. The Quick Filters window with predefined filters will appear.
  4. Select the required filters. Or, create a custom filter.
  5. Click the Export option at the bottom of the filter window.
  6. Select the format for export.
  7. Set grouping, if needed.
  8. Set a recurring schedule for export, if needed.
  9. Click the Apply & Export button. The data matching the applied criteria will be displayed, while the export is also initiated.
  10. Click the Export icon available on the right navigation bar.
  11. Download the exported file.
Navigate to Export History to download the exported file.

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