Written By: Marvin Hödlmoser
Last Updated on August 17, 2023
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:
after (a date)
before (a date)
between (two date values)
last (# of days)
on (given date)
Char fields (eg email, name, ...)
equals to any of
not equal to any of
is not empty
eg "Risk Level " will allow to choose from "High", "Low" and "Medium"
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.