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Report filter

Steps to apply filters to reports​

  1. In the report designer page, navigate to data pane. Hover over the required field and click on the filter icon. This will add the field in the filter tab.

Report Filter

  1. Click on the filter tab beside the data pane. To filter, click on the drop-down field and then click on the apply button at the bottom of the filter pane.

  2. Changing the filter type:

    Depending on the data type you will get the below filter type option upon clicking the settings icon

a. Categorical data:

  • Single Select: A single select filter allows users to choose only one option from a list of available choices. This type of filter is useful when the analysis requires focusing on a specific category, item, or criterion at a time.

  • Multi Select: A multi-select filter allows users to select multiple options from a list simultaneously. This type of filter is beneficial for analyzing data across several categories or criteria at once.

categorical Filter

b. Date:

  • Single Select: A single select date filter allows users to choose only one date from a list of available choices. This type of filter is useful when the analysis requires focusing on a specific date.

  • Multi Select: A multi-select date filter allows users to select multiple dates from a list simultaneously. This type of filter is beneficial for analyzing data across several categories or criteria at once.

  • Range: A range date filter is a specific type of filter used in data analysis and reporting to limit the dataset to a particular range of dates. This filter allows users to focus on records that fall within a specified start and end date, making it easier to analyze trends, patterns, and events over time.

Date Filter

c. Numerical Data:

  • Condition: Conditional filters allow users to define conditions that data entries must meet to be included in the filtered results. Conditions involves comparisons (greater than, less than, equal to, etc.).

  • Range: This type of filter allows users to define a lower and upper boundary for the filter. Data points that fall within this range will be included in the results.

Numerical Filter