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Report filters guide

Understand how to leverage filters in the report builder

Jakob Larsson Stern avatar
Written by Jakob Larsson Stern
Updated over 7 months ago

Filters are powerful tools in our report builder that help you refine your reports by including only data that meets specific criteria. Understanding how to use filters effectively involves grasping three key components: Filter field, Filter field type, and Filter value. Let's break these down into simple terms.

Key filter components

Filter field

The Filter field is essentially the category or aspect of your data you want to apply a condition to. Think of it as the "what" you want to filter by. This could be anything from a date, a location, a product type, or a customer segment—any dimension within your data.

Example: If you're interested in analyzing usage or performance data for a specific resource, the Filter field would be "resourceId".

Filter type

The Filter type refers to the condition or operator you want to apply to your Filter field. It's the "how" you want to filter your data. Our operators include:

  • Equal to

  • Not equal to

  • Greater than

  • Greater than or equal to

  • Less than

  • Less than or equal to

  • In (e.g., is one of several values - provide multiple Filter values separated by commas)

Example: To analyze data for a specific resource, you would use the "Equal to" operator to specify that you're looking for data exactly matching a particular “resourceId”.

Filter value

The Filter value is the specific criterion or criteria you're setting for the Filter field. It's the "which" detail that must be met for the data to be included in your report. The Filter value corresponds directly to the Filter field you've chosen.

Example: If your Filter field is "resourceId" and your Filter field type is "Equal to," your Filter value might be "AcV7aFJoAhDq7p0b6PH2". This setup ensures your report only includes data associated with this specific resource ID.

Putting it all together

When you add a filter to your report, you're essentially saying, "Show me the data that meets this specific condition". You choose the Filter field ("what"), the Filter field type ("how"), and the Filter value ("which").

Example: To get insights into the visits assigned to a specific resource such as "AcV7aFJoAhDq7p0b6PH2," set:

  • Filter Field as "resourceId"

  • Filter Type as "Equal to"

  • Filter Value as "AcV7aFJoAhDq7p0b6PH2"

This filter will tailor your report to only include data for this specific resource, helping you analyze its utilization or performance accurately.

Common filters

A few common filters that many users tend to apply in their reports include:

  • Filter out deleted visits

    • Filter field: "isDeleted"

    • Filter type: "Equal to"

    • Filter value: "false"

  • Filter out specific locations from the report

    • Filter field: "locationId"

    • Filter type: "Not equal to"

    • Filter value: "YkXGkhbobWFV66Da8Wuf" <- insert the specific Location ID here

  • Filter out inactive or deleted locations:

    • Filter 1:

      • Filter field: "locationActiveInRange"

      • Filter type: "Equal to"

      • Filter value: “true”

    • Filter 2:

      • Filter field: "locationNotDeletedInRange"

      • Filter type: "Equal to"

      • Filter value: “true”

To apply multiple filters, simply click on Add filter. The additional filters will be applied to the overall condition, meaning the results will meet all criteria specified in the Filters section.

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