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.