Articles on: Report Editor

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

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