How to Set Filter(s) To Multiple Sheets

[#1]

In our continuous effort to enhance the Reports feature and make it more intuitive, we have introduced a new capability that allows users to apply filters across multiple sheets with ease. This enhancement leverages the Variables feature within the Report Editor. The following section provides a comprehensive guide on how to access and utilize Variables for this purpose.

• Access the Report Editor by either initiating the creation of a New Report or opting to modify an existing report via the Actions Dropdown menu.
• The “Variables” section is located beneath the “Sheets” section within the Reports Editor.

• Use “Add Variable” button to access the following screen:

• The user would be presented with the following fields:
  1. Name: Allows users to name the variable.
  2. Description: Optional field in which users can describe what the variable is about.
  3. Value Type: Allows user to specify the type of variable being created. This is important as it would allow the system to match the variable with the type of column (within Sheet) it can be applied to. The following Value types are available:
     1.          String: Applicable for all columns containing Names, emails and IDs.
     2.          Date: Applicable to all Date columns.
     3.          Date and Time: Applicable to columns that require both Date and Time i.e.      Date Signed.
     4.          Class: Applicable to Homeroom column.

             4. Variable Value: User would have the option to specify a value for the Value Type. For     example, User would be able to set a specific date using the “Set” option shown below:

This would allow users to pre-fill the specified value whenever, this variable is being used for a Date Type field. This would be explained in more detail in the upcoming points. Please note that specifying value is an optional step. If Value is not specified, user would be prompted to provide the value once report is generated.

• Submit the variable for it to be saved.
• Saved variables are ready to be used as Custom filters on Sheets. To add a custom filter, access the sheet Actions Drop down and choose “Add Custom Filter”.

• Depending on the column selected, variable(s) will automatically load and would provide the user an option to fill the filter value based on the value set while creating the variable by using the Variables button shown in the screenshot below:

The user can revert to a static/empty value field by using the “Static Values” button. Use the “Add” button to finalize the value selection.

If no value is provided, the user would be prompted to provide a value while generating the report.

• Click on the ‘Submit’ button to implement the custom filter. Repeat this process for each sheet where you wish to apply this filter.

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[#2]

In our continuous effort to enhance the Reports feature and make it more intuitive, we have introduced a new capability that allows users to apply filters across multiple sheets with ease. This enhancement leverages the Variables feature within the Report Editor. The following section provides a comprehensive guide on how to access and utilize Variables for this purpose.

• Access the Report Editor by either initiating the creation of a New Report or opting to modify an existing report via the Actions Dropdown menu.
• The “Variables” section is located beneath the “Sheets” section within the Reports Editor.

• Use “Add Variable” button to access the following screen:

• The user would be presented with the following fields:
  1. Name: Allows users to name the variable.
  2. Description: Optional field in which users can describe what the variable is about.
  3. Value Type: Allows user to specify the type of variable being created. This is important as it would allow the system to match the variable with the type of column (within Sheet) it can be applied to. The following Value types are available:
     1.          String: Applicable for all columns containing Names, emails and IDs.
     2.          Date: Applicable to all Date columns.
     3.          Date and Time: Applicable to columns that require both Date and Time i.e.      Date Signed.
     4.          Class: Applicable to Homeroom column.

             4. Variable Value: User would have the option to specify a value for the Value Type. For     example, User would be able to set a specific date using the “Set” option shown below:

This would allow users to pre-fill the specified value whenever, this variable is being used for a Date Type field. This would be explained in more detail in the upcoming points. Please note that specifying value is an optional step. If Value is not specified, user would be prompted to provide the value once report is generated.

• Submit the variable for it to be saved.
• Saved variables are ready to be used as Custom filters on Sheets. To add a custom filter, access the sheet Actions Drop down and choose “Add Custom Filter”.

• Depending on the column selected, variable(s) will automatically load and would provide the user an option to fill the filter value based on the value set while creating the variable by using the Variables button shown in the screenshot below:

The user can revert to a static/empty value field by using the “Static Values” button. Use the “Add” button to finalize the value selection.

If no value is provided, the user would be prompted to provide a value while generating the report.

• Click on the ‘Submit’ button to implement the custom filter. Repeat this process for each sheet where you wish to apply this filter.

Was this Article Helpful?

• Kudo this article if you found it helpful. It will help others find this resource.
• Comment directly on this article to request clarification or share feedback about the content of the article.
• Use the product-specific forum for questions not directly related to this article.

[#3]

In our continuous effort to enhance the Reports feature and make it more intuitive, we have introduced a new capability that allows users to apply filters across multiple sheets with ease. This enhancement leverages the Variables feature within the Report Editor. The following section provides a comprehensive guide on how to access and utilize Variables for this purpose.

• Access the Report Editor by either initiating the creation of a New Report or opting to modify an existing report via the Actions Dropdown menu.
• The “Variables” section is located beneath the “Sheets” section within the Reports Editor.

• Use “Add Variable” button to access the following screen:

• The user would be presented with the following fields:
  1. Name: Allows users to name the variable.
  2. Description: Optional field in which users can describe what the variable is about.
  3. Value Type: Allows user to specify the type of variable being created. This is important as it would allow the system to match the variable with the type of column (within Sheet) it can be applied to. The following Value types are available:
     1.          String: Applicable for all columns containing Names, emails and IDs.
     2.          Date: Applicable to all Date columns.
     3.          Date and Time: Applicable to columns that require both Date and Time i.e.      Date Signed.
     4.          Class: Applicable to Homeroom column.

             4. Variable Value: User would have the option to specify a value for the Value Type. For     example, User would be able to set a specific date using the “Set” option shown below:

This would allow users to pre-fill the specified value whenever, this variable is being used for a Date Type field. This would be explained in more detail in the upcoming points. Please note that specifying value is an optional step. If Value is not specified, user would be prompted to provide the value once report is generated.

• Submit the variable for it to be saved.
• Saved variables are ready to be used as Custom filters on Sheets. To add a custom filter, access the sheet Actions Drop down and choose “Add Custom Filter”.

• Depending on the column selected, variable(s) will automatically load and would provide the user an option to fill the filter value based on the value set while creating the variable by using the Variables button shown in the screenshot below:

The user can revert to a static/empty value field by using the “Static Values” button. Use the “Add” button to finalize the value selection.

If no value is provided, the user would be prompted to provide a value while generating the report.

• Click on the ‘Submit’ button to implement the custom filter. Repeat this process for each sheet where you wish to apply this filter.

Was this Article Helpful?

• Kudo this article if you found it helpful. It will help others find this resource.
• Comment directly on this article to request clarification or share feedback about the content of the article.
• Use the product-specific forum for questions not directly related to this article.