Filter

Filter

Overview

Filters allow you to customize the data exported in your Excel or CSV files.

Depending on the field type, different filter options are available:

date fields
after (a date)
before (a date)
between (two date values)
current
is empty
last (# of days)
on (given date)
Char fields (eg email, name, ...)
equals to any of
not equal to any of
is empty
is not empty
starts with
special fields
eg "Risk Level " will allow to choose from "High", "Low" and "Medium"
number fields
eg "Customers" - "Orders count

If a filter option is missing, please check Custom Term Filter

Adding and editing filters

Add filters and modify them as needed to customize your data export.

Date placeholders in filters

You can add filters using date placeholders.

Here is an example of a filter for orders: Export only orders with "Tag" "equals to any of" "%m/%d/%Y":


"%m/%d/%Y" will be automatically converted to today's date (e.g., "02/25/2025"), and only orders with this exact Tag will be exported.

Further information about the date format can be found here: File Name

Updated on: 11/03/2025