Open the Filters Step
From the Reports builder, go to the Filters tab.
The report builder includes these steps:
Data Source
Columns
Filters
Options
If you have not selected a data source yet, the system may show a message asking you to select a data source first.
Add a Filter Condition
Click + Add condition.
A new filter row will appear. Each filter row usually includes:
A field dropdown
An operator dropdown
A value field
A delete icon to remove the condition
The active filter count will update beside the Filters heading.
Select the Field
Click the first dropdown in the filter row.
Choose the field you want to filter by, such as:
Full Name
First Name
Last Name
Email
Position
Branch
Employment Type
The available fields depend on the data source selected for the report.
Select the Operator
Click the operator dropdown.
Choose the condition that should apply to the selected field.
Common operators include:
Operator | Description |
Equals | Matches the exact value entered |
Not equals | Excludes the exact value entered |
Contains | Finds values that include the entered text |
Not contains | Excludes values that include the entered text |
Starts with | Finds values that begin with the entered text |
Ends with | Finds values that end with the entered text |
Is any of | Matches any of the selected or entered values |
Is none of | Excludes any of the selected or entered values |
Is empty | Finds fields with no value |
Not empty | Finds fields that have a value |
The operators available may change depending on the type of field selected.
Enter the Filter Value
Enter the value you want the report to check against.
For example:
Field: Full Name
Operator: Equals
Value: Jane Smith
This will only return rows where the full name exactly matches Jane Smith.
If you are using operators like Is empty or Not empty, you may not need to enter a value.
Add More Conditions
To add another filter, click + Add condition.
Each additional condition helps narrow the report further.
For example, you could filter by:
Branch equals Melbourne
Employment Type equals Casual
The number beside the Filters heading shows how many active filters have been added.
Use AND or OR Logic
When you add more than one condition, you can control how the filters work together.
By default, filters may use AND logic.
AND means all conditions must be true for a row to appear.
OR means only one of the conditions needs to be true for a row to appear.
To add an OR-based filter, click + OR condition.
You can also click the connector between filters to change how the conditions are grouped or applied.
Run the Report
Once your filters are ready, click Run Now to preview or run the report with the current filter settings.
You can also click Continue to move to the next step in the report builder.
Remove Filters
To remove one filter, click the delete icon on the right side of the filter row.
To remove all filters at once, click Clear all.
Use Clear all when you want to reset the report and start the filter setup again.
Important Notes
Filters are optional.
You can add multiple filters to narrow your report results.
The available fields depend on the selected Data Source.
The available operators may change depending on the selected field type.
AND logic narrows results because all conditions must match.
OR logic broadens results because only one condition needs to match.
If a required filter value is missing, the report may skip that filter or return incomplete results.
Always check the filter count beside the Filters heading before running the report.
Troubleshooting
I cannot add a filter
Make sure you have selected a Data Source first. The Filters step depends on the data source.
The field I need is missing
Go back to the Data Source or Columns step and check that the correct report data has been selected.
My report has no results
Your filters may be too narrow. Try removing one condition, changing AND to OR, or using a broader operator such as Contains.
The value field is not needed
Some operators, such as Is empty and Not empty, do not require a typed value.
The wrong results are showing
Check the selected field, operator, value, and whether the conditions are using AND or OR logic.