REPORT AND ANALYTICS MAY RELEASE 2025

This article will allow Admins to find specific data by setting up several conditions at once. Instead of just searching for one thing, you can combine criteria using logic like "and," "or," and "not" to narrow down your results precisely.

1. Conditions for Using the Advanced Filter : To use the Advanced Filter feature, the following conditions must be met:

Create a New Report: The Advanced Filter can only be applied when creating a new report. It is not available for existing or default reports.
Select Report Type First :Users must first choose the type of report they wish to create before applying any advanced filter criteria.
Save for Future Use : Once configured, the Advanced Filter setup can be saved, allowing users to reuse the filter settings for future reports.

Here is the procedure of using an advance filter:

Pick Your Data: select the information (properties) you want to see in your report and click "build Report."

2. See Your Data (Preview): You will see a preview of your report with all the data. The button to configure properties is located at the top right as seen below

Proceed to choose your Filter Type: Click on "Configure Properties." This will let you choose what kind of filters you want in your report. Click the "Filter By" option and select it

3. Turn On Advanced Filtering: After selecting "Filter By," Two options will appear being "the basic filter options and Advanced Filter." Turn the "Advanced Filter" ON and then click "Done

4.Filter Your Report: The filter feature can be seen on the preview page. Please Click on it.

5. A window will pop up with tabs" Advanced Filter" to use more complex filtering rules.

6.Start Filtering with Advanced Options: You are now on the "Advanced Filter" tab, where you can start setting up more detailed filtering rules.

7.When setting up an Advanced Filter, you are required to define three essential elements: Field, Action, and Value. These components work together to help you refine and customize the data displayed in your report.

Field :This refers to the specific data column or attribute you want to filter. Example: Department, Employee Status, Joining Date, or Performance Rating.The Field is the category or type of data you want to filter by.

Action : This specifies the condition you want to apply to the selected field. Common actions include:Equals, Does not equal, Contains, Greater than / Less than, Is before / Is after (for date fields) . The Action defines how you want to compare the data in the selected field.

Value : This is the actual input or selection you want the filter to match. For Example:“Sales” (for Department), “Active” (for Employee Status), “01/01/2024” (for Joining Date. The Value is the specific detail you are filtering for.

8. Add new filter criteria: This allows for multi-layered, custom filtering based on specific attributes or data points relevant to your report or view. For example, Filter employee performance reports by Department, then add a second filter for Date Range and a third for Performance Rating, all in one view.

9. Once done with filtering the report, Click on Save report to save the filtered version. This allows admin to easily retrieve the saved filter settings later when editing the report.

10. The saved filters can be accessed by going to the report library and selecting "View" under the Actions column. This allows admins to view the filtered report

11. On the View page, users can use the saved filter feature to access previously saved report filters. By toggling the saved filter option and selecting a saved filter, the system will automatically display the corresponding report.

12.On the saved filter report, users can further refine the filters to tailor the report to their specific needs.

13.When saving an edited report with applied filters, you will encounter a checkbox prompting you to decide whether to create a new filter. If you want to keep both reports, please check the box. If you choose to leave this box unchecked, be aware that any modifications made will replace the previously saved filter.

14.Schedule Report : When scheduling a report, users can apply a saved filter to customize the report content. After choosing the scheduling details, a dropdown labeled "Saved Filter" will appear, allowing users to select the specific filter they want to include in the scheduled report.

15. Sharing a report : When sharing a report, users can apply a saved filter to tailor the content before sending it. A "Saved Filter" dropdown will be displayed, allowing users to select the specific filter they want applied to the version being shared