Filters offer a powerful solution for efficiently organizing records within reports. Their versatility stems from a vast array of customization options, contingent on the fields in your apps and the specific information you desire from a report.
This article delves into the configuration of Base Filters, which are default filters applied consistently to a report. To adjust these settings, you'll need access to AppStudio. If you lack the necessary permissions, it might be time to reach out to your site administrator.
For instance, consider a company that manages multiple projects simultaneously. By setting a Base Filter, managers can instantly view ongoing projects due in the next month. This aids in real-time tracking and ensures resources are allocated appropriately. Such smart filtering not only streamlines operations but also aids in predictive analysis.
To tap into the capabilities of new base filters, the initial step is to ensure that they are activated for your app. If you're uncertain about how to proceed, kindly refer to our guide by clicking here.
Having accomplished that, your next objective is to pinpoint the specific report you wish to enhance with a base filter. In your dashboard, look for the 'Reports' option in the folder menu. Once you're in the Reports section, browse through and select the desired report you wish to modify.
The first option you'll see is the ability to set a Group By on your report. This tool is designed to streamline your report by categorizing the data based on a specific field of your choice.
- Group By: Click on the dropdown menu under the "Group By" section. This will display a list of all available fields from your app. Choose the one that suits your categorization needs.
- Group by Descending?: Once you've made your field selection, an additional option will appear allowing you to dictate the sequence of the grouped data. You can choose between two orderings:
- Ascending: This will organize your groups starting from A to Z or from the lowest to the highest value.
- Descending: Opting for this will display your groups in the reverse order, from Z to A or from the highest to the lowest value
Below is an example of how a Group By would look and how you can locate what the applied Group By is in workspace.
The next option you'll see is the ability to set a Sort By on your report. This function allows you to order records based on a specific field, ensuring that the most relevant information is readily accessible.
- Default Sort By: Within the "Sort By" section, click on the dropdown menu. This action will present you with all the fields available from your app. Choose the field by which you'd like to arrange the records.
- Sort by Descending?: After selecting the field, an option will appear allowing you to set the order of the sorted data. Two choices are provided:
- Ascending: This will arrange your records starting from the smallest to the largest value or in alphabetical order from A to Z.
- Descending: Choosing this will display your records in reverse, showcasing the largest values first or alphabetically from Z to A.
Below is an example of how a Sort By would look and how you can locate what the applied Sort By is in workspace.
Base Filter Fields
One of the last options you'll see is the ability to set a record filter on your report. This function allows you to restrict the records on your report based on a variety of specific fields, ensuring that the most relevant information is readily accessible.
- Select Base Filter Fields: Once clicked you will be met with a variety of fields that you can choose to filter by. You can type to find the fields you like and add multiple at a time
- Filter: This is the main criterion you want to apply to the report.
- Field: This will display the field you have added above with the [ID] next to it.
- Comparison: This dropdown lets you define the kind of relationship you want to evaluate. Options might include "Equals", "Does not equal", "Greater than", and so on.
- Value: Here you'll input the exact value (or values) you want the chosen field to be compared against. This could be a number, text, date, or any other type of data depending on the field you've selected.
Example: let's say you're working with a Sales Report and only want to display records where the 'Sales Value' exceeds $10,000. You'd set the Field to 'Sales Value', the Comparison to 'Greater than', and the Value to '10,000'.
Below is an example of how a record filter would look and how you can locate what the applied filter is in workspace.
Old Base Filters
If you're accessing a historic report, you might encounter a message related to the previous base filter system. Here's how to navigate this change:
- Identify the Old Filter: Hover over the message or alert to view the details of the previous base filter.
- Save the Details: Note down or take a screenshot of the old filter details for future reference.
- Clear the Old Filter: Once you have saved the old filter details, please clear it from the report.
- Use the New System: Rebuild the base filter using the updated "Zero Code Builder."
- Refer to Saved Filter: As you rebuild, you can refer to the details you saved from the old filter to ensure consistency in your report criteria.
By following these steps, you can transition smoothly from the old system to the new without losing important filter settings.
Make sure to click the 'Save' button when making any changes in order for them to be added to the next app version. Once you have made all the changes you need to an application you are then ready to publish it to workspace.