Quick Filters

Quick filters serve as a streamlined tool to effortlessly refine reports, ensuring that users can quickly locate desired data. Initially set up in the App Studio, they need configuration within the specific reports before they become active and accessible in Workspace.

In the folders panel, there's a dedicated 'Filter' section within the 'Reports' group. This section not only allows for record filtering but also offers features to enable sorting and grouping functionalities for different fields within your app.

To start you need to make sure new filters enabled

Then you need to add the fields that you want to be able to filter by in the Sorting & Grouping:

This will only allow for the fields to be sorted and grouped, you will need to add the fields that you want to filter to the Default Filter Fields template as well. This will create a default quick filter section for all of the reports in the app. It is a good idea to add in common/most used fields within an app; for example, date of record creation, title, status, type etc...)

Here is an example:

This will then organise the fields in the quick filter in Workspace like this: