![]() Note: Custom table relationship fields, available to Enterprise+ customers, are not sortable. For example, you may want to sort the initiatives in your pivot table by their completion percentage, without displaying that field in the table. On certain reports and roadmaps, you can sort your data by multiple fields - even if you have not included those fields in your report or roadmap. For example, in a list report, click the More options button beside any column to sort your report by that column. You can often sort data in a report or roadmap as well as filter it. Now, when this report is shared, the filter will be locked.įilter locking and unlocking is available on all reports where filtering is available. Right-click on the filter to lock and unlock it. You can add a basic filter by hovering over the filters bar and clicking the Add filter + icon, or add an advanced filter by clicking the Edit filters icon. The filter can only be unlocked by users who are owners or contributors that have view and edit permissions on the report, which are defined in the report details.Ĭreate a new report or choose an existing report where you have view and edit permissions.Īdd a filter. Locked filters cannot be changed or removed unless they are unlocked. Report filters can be locked on saved views to control access to data when sharing a report. To have records automatically added to the filter as data changes, you must enable the Auto-update filter option. Note: The Select all filter option will not include new records that are added to a record type or group. As such, these types of filters cannot use the auto-update filter option. This setting is only available for removable report filters - some report filters are inherent to the report and cannot be removed. When this filter option is enabled, you cannot deselect a child record. Once the auto-update filter option has been enabled, any new records added to the record type or group will be automatically added to the report filter. To set a report filter that includes all records, including records within a record type or group which does not yet exist, try choosing the Auto-update filter option. When you report on dynamic data elements, it can be helpful to include all records for your desired record type, including records that have not yet been added. If you want to refer to your filtered report in the future, save the view.Īha! Roadmaps users add and remove records constantly. Once you have defined the filters you want, click Save to apply the filter. Subgroups are nested under a parent group and function as a way to create a filter that is based on the previous filter.įinally, you can reorder subgroups or rearrange filters by clicking and dragging them to the location you want. To do this, click the More options button on the far right of the filters you have added. Use multiple operators in one advanced filter by creating filter subgroups. None: Excludes results matching any of the filter values. After clicking Set filter, select multiple values from the filter dropdown on your report. With basic filtering, the resulting data will match All of the filter values.Īdvanced filtering enables All, Any, and None filter logic and creates nested logical groups through the use of groups and subgroups.Īll: Enables the "AND" logical operator between filters and includes results matching all of the filter values.Īny: Enables the "OR" logical operator between filters and includes results matching any one of the filter values. This is a great option to add a filter quickly without opening another modal. Select a record type, then one or more filters. ![]() To create a basic filter, hover over the filters bar at the top of the page and click the Add filter icon. Sometimes, you want to add logic to your filters - in that case, you will want to use Advanced filters.Ĭlick any of the following links to skip ahead: You can also lock filters, or set them to automatically update. Use Basic filters to add dropdown filters quickly to the top of your page. You can also filter any report or roadmap in Aha! Roadmaps to further focus on the exact data you want to examine. Whether you choose one of the pre-built example reports (more than 75 at your fingertips) or create your own report with the report builder, you are well on your way to a world of insightful reports and impressive data visualizations. You can report on almost every data element in your Aha! Roadmaps account. Aha! Roadmaps | Filter your reports and roadmaps ![]()
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