Filter

Overview

Filters allow you to customize the data that is exported in your Excel or CSV files.

Depending on the field type you can choose from different filter options:

• 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 you miss a filter options - please check the Custom Term Filter

Adding and editing filters

Add filters and edit them as you need them:

Date placeholders in filters

You can add filters using date placeholders.

This 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 converted to today - like "10/05/2020" - and only orders having this "Tag" will be exported.