Report Keyword Search and Filter
The keyword searching and filtering feature is located in the header of saved reports and the Default Report page. It allows you to sort through information in records based on the types of fields included in the application. These main field types are text, numeric, date & time, selection, and user/group.
Use Keyword Search and Filter
- Click in the search field at the top of the report page.
- To begin searching, either type information you are searching for or click Filters and create a condition from the Condition Builder .
- Select your operator and insert the value you are filtering by. Click apply. For more information on operators and values, reference Filtering Field Types below.
The report is now sorted. The filter will appear at the top of the page in the search field.
Filter Field Types
When filtering reports, each section in the record appears and can be filtered individually. These main field types are text, numeric, date & time, selection, and user/group. For more information about filed types, see Select Fields and Assign Field Properties.
Text
Text filters are indicated by the text symbol and only apply to sections that allow text entries.
Numeric
Numeric filters are indicated by the # symbol and only apply to sections that allow numeric entries.
Date, Time, and Date and Time Filters
This sections explains how to configure and use date and time filters in the UI. The filters work across three types of fields:
- Date β Filters by calendar date only (example: 2025-05-09)
- Time β Filters by time of day only (example: 14:30:00)
- Date & Time β Filters by full timestamp (example: 2025-05-09 14:30:00)
Operator Behavior by Field Type
UI Input Types
Note: For the Previous and Next operators, some units like days or weeks may include the current day in Date filters. This behavior may not strictly reflect a full 24/48/72 hour window. We are actively working to improve this consistency.
Example Use Cases
- 72 Hours: April 21, 3:01 PM β April 24, 3:01 PM |
Previous
Shows records with dates and times earlier than the specified date and time. The value entered with this operator determines the rangeβsuch as 2 minutes, 1 day, or 7 monthsβbefore the current time.
Examples:
- Previous 3 days: Retrieves records from exactly 3 calendar days ago up to the current time. If today is April 24, 2025, at 3:01 PM - records from April 21, 2025, at 12:00 AM to now. Time fields ignore the date, returning all valid times. Date and Time - rolling window; Date - full calendar days.
- Previous 72 hours: Retrieves records from 72 hours ago to now. If today is April 24, 2025, at 3:00 PM - records from April 21, 2025, at 3:00 PM to now. Covers exact rolling time; differs from "Previous 3 days."
- Previous 1 week: Retrieves records from the last fully completed calendar week. If today is Thursday, April 24, 2025 - records from Sunday, April 13 to Saturday, April 19, 2025.
- Previous 1 month: Retrieves records from the last fully completed calendar month. If today is April 24, 2025 - records from March 1 to March 31, 2025.
Next
Returns records that occur from now forward, based on the selected unit.
Examples:
- Next 2 hours: Records from now to 2 hours later.
- Next 3 days: From now through the next 72 hours.
- Next 1 quarter: From now through the last day of the next quarter.
- Next 24 hours: Includes current day and next day for date fields.
Current
Filters records within the current unit of time selected.
Examples:
- Current day: All records from today.
- Current week: Records from Sunday to Saturday of the current calendar week.
- Current month: From the 1st to the last day of the current month.
Use the appropriate combination of operator, unit, and field type to create dynamic and precise date and time filters. For rolling windows (for example, "last 2 hours") use Previous or Next. For static comparisons (for example, "after 3:00 PM"), use comparative operators.
Selection
Selection filters are indicated by the selection symbol and only apply to sections that allow date entries.
User/Group
User/Group filters are indicated by the users symbol and only apply to sections that.
Reference
Reference filters are indicated by the reference symbol.