Report Filters
Two Exceptions, One Date Range. Still One Report.Advanced report filters that nest AND and OR conditions inside a single report.
A report that needs two exceptions and a date range stays one tile. Conditions sit inside conditions, up to eight levels deep, and run as one filter before anything is counted. So you aren’t left with three tiles that nearly agree with each other, and nobody has to guess which one is right.
- 17 operators
- Eight levels deep
- Up to 200 conditions
How it works
- Each conditionA field, an operator and a value
- Grouped with AND or ORGroups inside groups, eight deep
- One filterApplied before anything is counted
- One right answerInstead of three tiles that nearly agree
One Report, Exactly the Right Records.
Exceptions and ranges live inside one filter, so you don’t keep three tiles that nearly agree.
“Referral”, “referral” and “REFERRAL” all match, so a difference in capitals never drops records.
An empty condition is treated as not asked, so a half-finished filter never takes the tile down.
A tile’s own filter stays put. Clicks on the board add to it for a while, then go.
What Are Advanced Report Filters, and Why Nest Them?
Advanced report filters decide exactly which records a report counts, using more than one condition at once. An AND OR filter can say “this quarter, from these two sources, but not this region” in one place, instead of in three reports.
In Adoptiv each condition names a field, an operator and a value, and conditions sit in groups joined by AND or OR. Groups can hold other groups, up to eight levels of nested filters and 200 conditions in all, and the whole tree runs as one filter before anything is counted. There are 17 operators, and you only see the ones that fit the field: four for yes-or-no fields, eleven for numbers, nine for dates and ten for text.
Text matching is case-insensitive, so a does-not-contain condition that excludes “test” from a report catches “Test” too. Blank conditions count as unasked: an empty comparison is skipped, and a range with one end filled filters on that end alone.
A tile’s report conditions are part of its locked definition, built on Adoptiv’s side, so no click on the board can remove them. Clicking a chart adds a temporary condition on top, through cross-filtering. For lists of records rather than reports, the CRM has its own advanced filtering.
Report Conditions That Say Exactly What You Mean.
Comparisons, lists, text matches, ranges, empty checks and yes-or-no checks.
Groups inside groups, up to eight levels deep.
In one filter, with a clear message naming the limit if a filter goes over.
Contains, starts with and ends with ignore capitals.
Dates, numbers, text and yes-or-no fields each show their own list.
Empty conditions are skipped instead of breaking the tile.
For Reports with a “but Not” in Them.
Nested Filters vs One Flat Filter.
| What | Simple one-level filters | With Adoptiv |
|---|---|---|
| Two exceptions and a date range | Simple one-level filters: Three tiles that nearly agree | With Adoptiv: One tile |
| Mixing AND and OR | Simple one-level filters: Not possible, or easy to get wrong | With Adoptiv: Groups keep each OR in its place |
| Capitals in text | Simple one-level filters: May miss “Test” when you typed “test” | With Adoptiv: Matched either way |
| A blank condition | Simple one-level filters: Can break the report | With Adoptiv: Skipped until it’s filled in |
Report Filters Questions, Answered.
What are advanced report filters?
Filters that combine several conditions with AND and OR, including groups inside groups, so one report counts exactly the records you mean: this quarter, from two sources, except one region.
Which operators are there?
Equals, not equals, in, not in, contains, does not contain, starts with, ends with, four comparisons, between, is empty, is not empty, is true and is false.
How deep can conditions go?
Eight levels of groups inside groups, and up to 200 conditions in one filter.
Can my team change a tile’s filter?
A tile’s conditions are part of its definition, built on Adoptiv’s side, so they read the same for everyone. To narrow a board for yourself, click a chart: that adds a temporary condition on top.
Can a report filter by date range?
Yes. A between condition takes two dates, and with only one end filled in it filters from, or up to, that date.
Does contains match capitals?
Yes. Text matching ignores case for contains, does not contain, starts with and ends with.
How do I filter a report on the fly?
Click a bar or slice on the board. Cross-filtering adds that value as a temporary condition on top of each tile’s own filter, and a second click removes it.
Is this different from filtering CRM lists?
Yes. These filters belong to report tiles. Lists of records have their own advanced filtering in the CRM.
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