Filter Report

You can filter a report in several ways to control the data displayed.

Filter	Description
Selection Page	Lets users select filter criteria before displaying report data.
Prompts	Requests filter input from the user when the report is opened or executed.
Instant Filter	Provides quick filtering by selecting fields and values directly within a worksheet.
Advanced Filter	Enables complex filtering using multiple conditions, operators, and logical expressions.
Reporting Tree	Adds hierarchical filtering, allowing you to focus on specific units, branches, or groups within the report.

Instant Filter

When you select a field in a worksheet, the actions menu opens, giving you quick filtering options. Instant filters affect only the selected worksheet.

Add to filter

Adds an equal condition so that only records matching the selected value(s) are shown.

1. Select a value in a worksheet.
2. Click Add to Filter.

Filter by selection

Replaces the current filter with the selected value(s).

1. Select a value in a worksheet.
2. Click Filter by Selection to apply the selection to all data from the worksheet.

Exclude from filters

Adds a not equal condition and excludes records matching the selected value(s).

1. Select a value in a worksheet.
2. Click Exclude from Filter. The matching records are removed from the worksheet.

Remove a filter

1. In the Toolbar panel, choose Edit Report.
2. Select the worksheet from which you want to remove a filter, then click the gear icon on the top right. The worksheet properties panel opens.
3. Expand Data Configuration and click Advanced Filter Menu.
4. Select the Clear Filter icon to remove all filters.
5. Click Confirm to save your changes.

tip

Hold Ctrl to select multiple values at once.

Advanced Filter

The Advanced Filter provides a filter builder for defining complex filtering conditions in your worksheet. Combine multiple fields, operators, and logical expressions to precisely control which data appears. Use advanced filters when other types do not provide sufficient flexibility.

To create an advanced filter:

1. In the Toolbar panel, choose Edit Report.
2. Select the worksheet, then click the gear icon on the top-right corner. The worksheet properties panel opens.
3. Expand Data Configuration and click Advanced Filter Menu.
4. Create the desired condition using the available dropdown menus.
5. Click the arrow icon to add your condition to the filter area. Add additional conditions as needed to build a more precise filter.
6. To build or edit a custom expression, select the Edit Filter icon.
7. (Optional) Select the Lock Filter icon to prevent further edits.
8. Select Confirm to save your advanced filter.

Advanced filter properties

Property	Description
Filter Area	Displays the filter expression being built, shown at the top of the dialog.
AND, OR	Combines multiple filter conditions. Use AND to require all conditions in a group; use OR to connect separate groups. For example, (condition1 AND condition2) OR (condition3 AND condition4).
Field	Specifies the field you want to filter by in the first dropdown menu.
Operator	Determines how the field and the global parameter are compared using the comparison operator in the second dropdown menu.
Global Parameters	Specifies a global parameter or value to compare with in the third dropdown menu.

Expression Builder properties

When you select the Edit Filter icon, the Expression Builder (Filter Builder) dialog opens. This interface allows you to create or edit advanced filtering expressions using SQL-like syntax. It includes dedicated areas for locked and custom filters, operator buttons, a searchable list of fields and functions, and tools to validate your expression. No SQL expertise is required.

You can use the search bar to quickly find functions, fields, or variables.

Property	Description
Locked Filter	Shows filters that are always applied and cannot be modified.
Filter	Displays where the filter expression is built using SQL-like syntax.
Scripts Keywords	Tabs that group building blocks for your expression: Functions – Perform standard calculations or data transformations using math or text functions. BI Functions – Apply business intelligence logic, such as period-over-period comparisons or trend analysis. Statements – Control the logic and structure of your expression such as CASE for conditional rules. Operators – Add, compare, assign, or combine values using logical or arithmetic symbols. Constants – Insert fixed values that do not change, such as numerical thresholds or static text. Objects – Use advanced elements such as Hyperlink or special script functions to enhance interactivity or dynamic output.
Fields	Lists available data fields to reference in your expression.
Others	Includes additional items such as: Global Variables – Predefined global values. Special Variables – Context-sensitive or system-generated values.
Validate	Verifies that your expression is correct.
Save	Saves and applies your custom filter expression.

Reporting Tree

A reporting tree is a hierarchical structure you can add to a report to organize and analyze data by business unit, department, region, or any other custom hierarchy. Each node in the reporting tree represents a segment of your organization, and you can drill down through branches to focus on the data for a specific section or group.

When you add a reporting tree to a report, you and other users can filter and view report data by selecting different nodes. This makes it easy to compare results across parts of your organization and to generate tailored views for any level of the hierarchy.

You need the Administration role to create a new reporting tree.

You can also use the reporting tree as a dynamic variable in the main report title. When you select different nodes, the title updates automatically.

Add a Reporting Tree

1. From the navigation panel, select Reports.
2. Choose the report where you want to add a reporting tree.
3. Right-click the report and select Properties.
4. In the Options section, select the desired reporting tree from the dropdown list.
5. Click Confirm.

Add a Reporting Tree

1. From the navigation panel, select Reports.
2. Choose the report where you want to add a reporting tree.
3. Right-click the report and select Properties.
4. In the Options section, select the desired reporting tree from the dropdown list.
5. Click Confirm.

Use a Reporting Tree

1. Double-click a report that uses a reporting tree.
2. In the Toolbar panel, select the Reporting Tree icon to display the tree structure.
3. Select any node to refresh the report with data for that node.
   When you select a group node, it includes all child nodes automatically (all sub-groups and filters).