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Advanced Filtering

Filters users can actually use,
built into every report

AND/OR filter groups, cascading dependent dropdowns, dynamic date ranges, and interactive controls that update the report in real time — no SQL, no code, no IT ticket. Your users explore their own data on their own terms.

AND/OR logic Cascading dropdowns Dynamic date ranges Forced security filters
Choose Filters
AND
Orders.Employee equals Andrew Fuller
Orders.OrderDate between This Year
OR
Orders.Employee equals Janet Leverling
+ Add Filter Group Run
AND / OR Logic

Complex filter logic without writing SQL

Combine multiple conditions with AND or OR operators — and nest groups together for compound logic. Build rules like "(Department = Sales OR Department = Marketing) AND Status = Active" entirely through a visual interface. No SQL, no code changes, no help from IT.

  • AND groups: all conditions must be true
  • OR groups: any one condition triggers a match
  • Nest groups inside groups for compound logic
  • Available in both the designer and report viewer
  • Dropdown list filters, text, date, and number types all supported
Filter Conditions
AND All of the following
CustomerinAcme, Globex, Initech
Order DateisThis Year
OR Any of the following
Status=Active
Status=Pending
AND/OR filter groups with dropdown list and date range — built visually, no SQL
Choose Filters
Sales Rep A Sales Rep B Sales Rep C + 2 more
This YearLast YearCustom
2026-01-01 → 2026-12-31
Report-level interactive filters — users pick employees, set date ranges, hit Run
Interactive

Users control their own data view

When you enable report-level filtering, the "Choose Filters" panel appears directly in the report viewer. Users add conditions, pick values from dropdowns, set date ranges, and click Run — all without touching the designer. Filter selections can be saved to their profile for next time, eliminating the need for separate reports per user.

  • Multi-select dropdowns — pick one or many values
  • Date range picker with preset options (This Year, Last 30 Days…)
  • Users save their filter configuration for later
  • Reduces the number of "I need a custom report" requests
  • Toggle on per-report — controlled by the designer
Date Filters

Smart date ranges that never go stale

Choose a specific date from the calendar picker, or select a relative range that always resolves to the right period. "This Month" always means the current month. "Last 30 Days" always means the last 30 days from today. Reports stay current automatically without anyone updating them.

Today Yesterday This Week Last Week This Month Last Month This Quarter Last Quarter This Year Last Year Last 7 Days Last 30 Days Last 90 Days Custom Range
Date Filter
March 2026
SMTWTFS
2324252627281
2345678
9101112131415
16171819202122
23242526272829
303112345
Calendar picker for exact dates, or choose from preset relative ranges
Compare Periods
Primary This Year 2026-01-01 → today
vs.
Comparison Last Year 2025-01-01 → 2025-12-31
This Year$1.24M
Last Year$1.08M
Change⇧ +14.8%
Add date comparisons to analyze performance across different time periods side-by-side
Comparison

Compare time periods in a single report

The date range comparison feature lets users add a second time period to the same filter — so they can see "This Month" vs "Last Month" or "This Year" vs "Last Year" side by side. No need for two separate reports or manual Excel wrangling.

  • Add a comparison period to any date filter
  • Compare revenue, headcount, or any metric across periods
  • Works with preset ranges and custom date pickers
  • Great for monthly business reviews and QBRs
Security

Forced filters — the security layer users can't override

For multi-tenant applications and role-based data access, forced filters are applied invisibly at query time. A user in Company A can never see Company B's data — the filter is injected by your backend and completely hidden from the report interface. Users don't even know it exists.

Multi-Tenant Isolation TenantID = [current user's tenant] — invisible, unoverridable
Department Scoping Department = Sales — managers only see their team's data
Hide Test / Archived Data IsTestRecord = False — test rows never appear in production reports
Row-Level Security ManagerID = [current user] — each manager sees only their direct reports
Cascading Filters

Hierarchical dropdowns that guide users to the right data

Cascading filters create parent-child relationships between dropdowns. Selecting a parent value automatically refreshes the child dropdown to show only valid options — preventing invalid selections and guiding users to meaningful data.

1
User picks a Region e.g. "North America"
North America
2
Country dropdown updates Only North American countries shown
USA / Canada / Mexico
3
State / Province updates Only states in selected country
California / Texas / NY…
4
Report refreshes Only matching data shown
✓ Valid data

Give your users powerful, self-service filtering

Free trial. Build a filtered report in minutes — no SQL needed.