Report filters allow you to quickly refine and explore your data without editing the report itself, making it easy to answer specific questions without changing the underlying report. This is especially helpful for quick analysis and exporting targeted data when needed.

When you apply filters, the report updates in real time, including:

• Visible rows
• Result counts
• Calculations (Sum, Average, Count)
• Charts
• Exports

These filters are:

• Ad hoc (for quick, on-the-fly analysis)
• Personal to you — they're never saved into the report itself or shared with your team, but your filter selections are remembered for you the next time you open the report

Availability

Report filtering is available for:

• Premier accounts only
• Both single workspace and organization-level reports (where applicable)

Not available for the following subscription levels:

• Basic or Pro plans
• Users on these plans will not see filter options

How to Apply Filters

You can apply filters in two ways:

1. Add Filter Button

• Located above the report table
• Click Add Filter to choose a field and apply criteria

2. Column Menu

• Click the three-dot menu (⋮) on any column
• Select Filter

Managing Filters

Once applied:

• Each filter appears as a pill above the table

• Clicking a pill allows users to edit the filter

• Click the X to remove a filter
• Click Clear All to remove all filters

Multiple filters are combined using AND logic.

Filtered columns will display a filter icon in the header.

Interactive Charts

Interactive charts make it easy to explore report data visually. You can click any segment of a chart to drill down into the underlying records.

Drill-down behavior differs depending on where the chart is viewed:

• Dashboard chart widgets open the associated report in a new tab with the selected filter applied.
• Charts within a report apply the filter directly to the report without opening a new tab.

When opening a report from a dashboard chart, the report automatically refreshes to ensure the latest data is displayed.

Drill Down from a Dashboard

To drill down from a dashboard chart:

1. Click a segment on a chart widget.
2. The associated report opens in a new browser tab.
3. The report automatically refreshes with current data.
4. A filter based on the selected segment is applied automatically.

Drill Down Within a Report

To drill down from a chart inside a report:

1. Click a segment on the chart.
2. The report immediately filters in place.
3. The selected filter appears as a filter pill above the table.

How Drill-Down Filters Work

Drill-down filters behave the same as filters applied manually:

• Update visible results
• Update calculations and result counts
• Update charts
• Apply to exports
• Appear as filter pills above the table
• Can be edited or removed at any time

If a chart is segmented by a field that is not already included as a report column, that column is automatically added to the report so the filter can be applied. The column is appended to the right side of the report and the change is saved to the report.

Saved Filter Views

Saved Filter Views allow you to save a set of report filters as a named view and quickly return to that filtered perspective later.

Views are shared with everyone who has access to the report, making it easy for teams to save and reuse common report perspectives such as:

• Active Clients
• Q3 Closings
• Insurance Pipeline

Using Saved Views

Once at least one view has been created, a tab bar appears above the report.

The tab bar includes:

• One tab for each saved view
• An All Results tab that returns the report to its unfiltered state

Creating a Saved View

To create a new view:

1. Apply the desired filters.
2. Open the Options menu in the report toolbar.
3. Select Save Current Filters as View.
4. Enter a name (up to 50 characters).
5. Click Save.

The newly created view becomes active immediately.

Switching Between Views

To switch views:

• Click any saved view tab to apply its filters.
• Click All Results to remove all filters and return to the full report.

If your current filters differ from those saved in the active view, an indicator appears on the tab to show that unsaved changes exist.

Updating a View

To modify an existing view:

1. Select the saved view.
2. Make changes to the filters.
3. Open the Options menu.

Then choose either:

• Update to overwrite the existing view.
• Save as New View to create a separate saved view.

Deleting a View

To delete a saved view:

1. Open the Options menu while the view is active.
2. Select Delete.
3. Confirm the deletion.

Because saved views are shared, deleting a view removes it for everyone who has access to the report.

Any user with access to the report can delete a shared view.

Filter Types

Filtering options adjust automatically based on the type of data in each column:

Text Fields

• Select from a list of values
• Search within values
• “Select All” option available
• Includes a (Blank) option when applicable

Number, Currency, and Percent

• Operators include:
  • Equals
  • Greater than
  • Less than
  • Between
• Accepts natural input formats (e.g., $1,000 or 25%)

Date Fields

• Preset ranges such as:
  • Today
  • Last 7 or 30 days
  • This month, quarter, or year
• Custom date range options available

Boolean (Checkbox)

• Options include:
  • True
  • False

What Filtering Affects

Applying filters updates the entire report in real time:

Result Count

• Displays as: Showing X of Y

Calculations

• Sum, Average, and Count update based on filtered data
• Applies to both subtotals and grand totals

Charts

• Automatically update based on filtered results
• Show a “No Results” message if no data matches

Exports

• Export only filtered data:
  • Filtered CSV
  • Filtered XLSX
• Full report exports are still available

Print

• Reflects the currently filtered view

Limitations

• 50,000 row limit
  • Filtering is disabled for reports with more than 50,000 rows
  • The Add Filter button will be greyed out

Report filters make it easy to explore your data and answer specific questions without changing the underlying report. This is especially helpful for quick analysis and exporting targeted data when needed.