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Filtering

Filtering is a commonly used feature and allows you to filter reports using simple conditions
or use more complex logic with AND/OR conditions.

Adding filters​

Filter by column can be added in several different ways:

  • By clicking on a table cell and selecting the desired condition.
  • By selecting a filter in the header context menu.
  • By pressing the Manage Filters button or the filter icon in the sidebar.
  • In the columns menu (if you need to filter a column that is not added to the report).

Conditions​

The following conditions are available for columns with text type:

  • Is - includes only exact matches in the report.
  • Is Not - excludes only exact matches from the report.
  • Contains - includes broad matches in the report.
  • Doesn't contain - excludes broad matches from the report.
  • Is Blank - includes only rows with empty values of a certain column in the report.
  • Is not Blank - excludes rows with empty values of a certain column from the report.
  • Starts With - includes only rows starting with certain characters in the report.
  • Doesn't Start With - excludes rows starting with certain characters from the report.
  • Ends with - includes rows ending with certain characters in the report.
  • Doesn't end with - excludes rows ending with certain characters from the report.
Example

Product Name IS "Joust Duffle Bag Black":

  • Will be passed only results for product "Joust Duffle Bag Black".
  • Results for the product "Joust Duffle Bag Yellow" will not be passed to the report.
    Product Name IS NOT "Joust Duffle Bag Black":
  • Results only for the product "Joust Duffle Bag Black" will be excluded from the report.
  • Results for the product "Joust Duffle Bag Yellow" will not be excluded from the report.
    Product Name CONTAINS "Bag":
  • Results for products like "Joust Duffle Bag Black", "Wayfarer Messenger Bag", and "Voyage Yoga Bag" will be included in the report.
  • Results for products like "Beaumont Summit Kit", "Autumn Pullie", and "Apollo Running Short" will not be included in the report.
    Product Name DOESN'T CONTAIN "Bag":
  • Results for products like "Joust Duffle Bag Black", "Wayfarer Messenger Bag", and "Voyage Yoga Bag" will be excluded from the report.
  • Results for products like "Beaumont Summit Kit", "Autumn Pullie", and "Apollo Running Short" will not be excluded from the report.
    Order Note IS BLANK:
  • Will include only orders with a blank note.
  • Orders with notes defined will be excluded from the report.
    Order Note IS NOT BLANK:
  • Will include only orders with a note defined.
  • Orders without note defined will be excluded from the report.
    Product SKU STARTS WITH "MB-":
  • Will include only products that have SKU beginning with "MB-" like "MB-01", "MB-02", MB-AWL-123".
  • Products with SKUs like "ST-01", "DGA-22", and "BDB-XL-YELLOW" will not be included in the report.
    Product SKU DOESN'T START WITH "MB-":
  • Will exclude all products that have SKU beginning with "MB-". Such as "MB-01", "MB-02", MB-AWL-123".
  • Products with SKUs like "ST-01", "DGA-22", and "BDB-XL-YELLOW" will not be excluded from the report.