Quick Filters

Quick filters provide a user-friendly method to navigate report data. They showcase key fields on a single screen, equipped with swift filtering options, ensuring users don't need in-depth data expertise to pinpoint the information they want.

Note: You will need to ensure that Quick filters are enabled and set up on your site (for information on how to do this, click here).

The versatility of Quick filters lies in their compatibility with nearly all field types. To maximize their potential, it's essential to understand their functionality. Below, explore guidelines on filtering by various field types and mastering Quick filter navigation:

• Multi-State
• Text-Based
• Selection
• Date
• Number
• How to Remove a Filter
• How to Check the Base Filter
• How to Check the Lens

 

Multi-State Fields

For multi-state fields (whether they be RAG or Harvey Ball), the filter section will show the possible options of this field which you can click on, this will filter the report to only show records with the state you selected. For example, clicking on the Amber button for a status will show only red records:

 

With each field, there is an ellipses button underneath the title. When clicked, this will bring up the following options:

• Is: Select an image or status. The report will then display only records corresponding to that choice.
• Is Not: Choose an image or status. The report will then exclude records with that specific selection.
• One of: Select multiple images or statuses. The report will showcase records matching any of the chosen options.
• None of: Opt for multiple images or statuses. The report will hide records that align with any of those selections.

 

Text-Based Fields

For text fields, the options are different. If you type straight into the box by the right of it and click enter, the default is that the filter will find any records that contain the text in that field. This means that if you type in "Operations" in the project name section, it will return any records that have the word "Operations" in them. 

Note: This is case-sensitive so ensure that you have a capital letter where it is used in the field itself, otherwise the records will not be shown in the report.

 

With each field, there is an ellipses button underneath the title. When clicked, this will bring up the following options:

• Equals: Enter the exact text you want to filter for.
• Not Equals: Enter specific text to exclude those records from the report.
• Starts with: Filter records beginning with your entered text.
• Ends with: Filter records Ending with your specified text.
• Contains: Returns all records including the word or phrase you input.
• Contains one of: Filter by entering multiple words or phrases.
• Contains none of: Exclude records by inputting multiple undesired words or phrases.

Note: This is case-sensitive.

 

Selection Fields

For selection fields, you click the box next to the name of the field which will bring up all of the options of the select list. You can then select which option you want to filter by and this will return records that are under this category:

This means that if you select "Singapore" in the country section, it will return any records that have "Singapore" selected as the country. 

 

With each field, there is an ellipses button underneath the title. When clicked, this will bring up the following options:

• Equals: Choose the specific option you want to filter for in the report.
• Not Equals: Select the option you want excluded from the report.
• One of: Allows you to select multiple options that you wish displayed in the report.
• None of: Choose multiple options that you want to be excluded from the report.

 

Date Fields

For date fields, you can select the box next to it and click on the date that you are filtering for. Once selected, the records with this date will be returned in the report:

 

This means that if you select the 6th of November 2015 as the planned end date, it will return any records that have this end date in them. 

 

With each field, there is an ellipses button underneath the title. When clicked, this will bring up the following options:

• Is: Display records that match the selected date.
• Is Not: Exclude records that match the selected date.
• Later than: Display records dated after the chosen date.
• Later than or is: Show records dated on or after the selected date.
• Earlier than: Display records dated before the chosen date.
• Earlier than or is: Show records dated on or before the selected date.
• One of: Select multiple specific dates to display corresponding records.
• None of: Choose multiple dates to exclude those specific records.
• Between: Select a date range to display records that fall within that period.

 

Number

Number fields can be added to the filter so that a number can be entered directly and records with this number will be returned in the report. This means that if you enter 36000 in the budget field and click enter, this will return records with a budget of 36000:

 

With each field, there is an ellipses button underneath the title. When clicked, this will bring up the following options:

• Equals: Input the specific value to filter matching records.
• Not Equals: Input a value to exclude records that match it.
• Less than: Show records with values below your input.
• Less than or Equal: Display records with values up to and including your input.
• Greater than: Show records with values above your input.
• Greater than or Equal: Display records with values equal to or above your input.
• One of: Choose multiple specific values to display corresponding records.
• None of: Select multiple values to exclude records matching any of them.
• Between: Input a range to show records with values within that range.

 

How to Remove a Filter

When a Quick Filter is active, selecting the 'Clear All' button will instantly remove any filters you applied, regardless of how many filter sections were previously set.

Note - This does not include base filters or lens, more about this in the next section.

 

How to Check the Base Filter

Base filters are predefined filters established by App Builders within App Studio. They act as persistent filters on reports:

• Editiblity: Once set, these filters cannot be modified or removed unless accessed through App Studio.
• Location: Any active base filter can be identified at the bottom of the Quick Filter tab, as highlighted below.
• Functions: Base filters offer three key operations:
  
  • Sort: Organize records based on specific criteria.
  • Group: Cluster similar records together.
  • Record Filter: Refine which records are displayed based on set conditions.

By understanding these base filters, users can better comprehend the structured view presented in their reports.

A grouping base filter will look like this: with the layered icon next to it

This base filter means that the records are grouped by criticality in the report

 

A sorting base filter will look like this: with the arrow icon next to it

This base filter means that the records are sorted by status in the report

 

A record base filter will look like this: with the equals icon next to it

This base filter means that only the status red records are shown in the report

 

How to Check the Lens

Lenses can be added to a report, this will take on the base filter of the report and then add on any lens filter (group, sort or filter) on top of this.

You can see the base filter from the report at the top:

 

Then the filter from the lens is at the bottom as shown:

The base filter from the report is that the status is red and the type is Operational Excellence. The lens base filter is that the Criticality is 75%. Therefore the records showing are of the Operational Excellence type, have a red status, and a criticality value of 75%.