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Edit report filters (Filter Conditions)

Updated

Filter conditions determine which records appear in a report. Use filters to limit results so the report returns only the data relevant to your analysis.

Filters are applied to the selected entity. Each condition narrows the result set by defining criteria that records must meet.

When to edit report filters

  • when a report returns too many results
  • when the report includes irrelevant records
  • when focusing on a specific date range, course, event, account, or attribute
  • when adapting a saved report to answer a new question

Before editing filters

  • Confirm the report uses the correct entity.
  • Understand which fields are available for filtering.
  • Define exactly what must be true for a record to appear.

Tip: If results seem incorrect, the issue is often the entity—not the filter.

Operator types

Different operators are available depending on the type of field you are filtering.

  • Text fields use text operators such as contains, begins with, or is
  • Numerical fields use number operators such as equals, greater than, or less than
  • Date fields use date operators such as before, after, is in month, or is in year

For date ranges, use two conditions: one for the start of the range and one for the end.

Note: the is in week operator can produce ranges you may not expect because week definitions vary by configuration. If results are unexpected, use explicit date ranges instead.

Edit report filters

  1. Open the report
    Navigate to Reports and open the report you want to edit.
  2. Locate Filter Conditions
    Find the Filter Conditions section in the report builder.
  3. Add a condition
    Select a field, choose an operator, and enter a value.
  4. Combine conditions (AND / OR)
    • Match All (AND) → records must meet every condition
    • Match Any (OR) → records can meet any condition
  5. Use groups for complex logic
    Combine conditions into groups to control logic.
  6. Run the report
    Check whether the filtered results match expectations.
  7. Validate results
    Confirm:
    • expected number of records
    • no unexpected exclusions
    • no unintended duplicates
  8. Save the report
    Save once the filter logic is correct.

Examples of filter conditions

  • events starting within a specific date range
  • delegates registered for a particular course
  • invoices generated during a specific month
  • accounts belonging to a specific industry or region

Groups and logic

Use groups when you need more complex filter logic.

For example:

  • (Course = X AND Date = This Month)
  • OR
  • (Course = Y AND Date = Next Month)

Creating groups from the top level is generally the easiest approach unless you specifically need nested logic.

Tips for building effective filters

  • Start broad, then narrow step-by-step
  • Test frequently as you build conditions
  • Be intentional with AND vs OR logic
  • Use groups to avoid logic errors in complex filters
  • Use explicit date ranges when precision matters

Common issues

The report returns no results

Filters may be too restrictive or conflicting. Remove conditions one at a time to identify the issue.

The report returns too many results

Add additional conditions or switch from OR to AND logic.

The report includes incorrect records

Verify the field, operator, and logic grouping. Small logic mistakes can significantly change results.

The results look duplicated

Duplicates often reflect real relationships, such as one Event with many Delegates. Review the selected entity to confirm the expected row structure.

Next steps

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