Articles on: Customizing a Report

Applying Filters

Filters allow you to refine your report's data by selecting specific criteria that match your analysis needs. In our app, you can easily apply filters to your report by following the steps outlined below.

Accessing the Filter Menu

Locate the filter icon at the top left of the report. It is typically represented by a funnel or filter icon.
Click on the filter icon to open the filter menu.

Adding a Filter

In the filter menu, you will see a dropdown menu to select the filter column. Choose the desired column on which you want to apply the filter. The available filter columns will depend on the specific report you are viewing.
Once you select the filter column, the next step is to choose the operator. The operator defines the relationship between the filter column and the value you specify. Common operators include "equal to," "not equal to," "contains," "not contains," "greater than," "less than," and more.
After selecting the operator, you can now choose the value for the filter. The available values will depend on the chosen filter column. For example, if you select the filter by product collection, the app will populate the filter value dropdown with the available product collections. You can select multiple values by ticking the checkboxes next to each value.
Repeat the above steps to add multiple filters to your report. Each additional filter will further refine your data.

Applying the Filters

Once you have added the desired filters and values, click on the "Apply" button to make the filters effective.
The filter menu popup will disappear, and the report will automatically refresh to display the filtered data based on your selections.

Managing Active Filters

Near the filter icon, you will see the number of active filters and the current active filter name(s) with their respective values.
To remove a specific filter, click on the delete icon next to the selected filter. The report will update accordingly.

Note: When applying multiple filters, the conditions between them are combined with the logical "AND" operator, meaning all filters must be satisfied. However, within a single filter, if multiple values are selected, the conditions are combined with the logical "OR" operator, meaning that any of the selected values will be included in the filter.


Applying filters to your report allows you to focus on specific data that meets your criteria. In our app, you can easily add filters by selecting the filter column, choosing the operator, and selecting the desired value(s) from the dropdown. You can add multiple filters to further refine your data. After applying the filters, your report will refresh to display the filtered results. Managing active filters is also convenient, as you can easily remove them if needed.

Updated on: 05/07/2023

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