Applying Filters

What are filters?

Filters help you limit the amount of data showing on any given report. There are two kinds of filters in InsightSquared: Report filters, and Column filters. 

Table of Contents

Report Filters

  1. On every report, you can access the filters by clicking on the sentence between the headline and the chart, where it either says "no filters applied" or lists out the current filter names.
  2. Select your filter and specify if it should include or exclude the selected values. You can select multiple values for the same filter.
  3. If you want to apply multiple filters, click Add Filter and repeat step 2.    
  4. To remove a filter, click the X to the right of the filter. 
  5. Click Apply Filters or just hit enter.  

Column Filters

  1. Click the filter icon  below the name of the column you would like to filter on.
  2. In the Column Filters dialogue box that pops up, choose a matching option from the drop-down. For columns that contain words, these options are: contains, does not contain, is, and is not. For numbers and amounts, the options include numerical operators such as greater than and less than.
  3. Enter the number or text you would like to filter against in the box to the right of the operator. 
  4. If you want to apply multiple filters, click Add Filter and repeat steps 2-3.
  5. Once you add a second filter, radio buttons will appear which allow you to select Match Any or Match All. Match Any will include a row of data if it meets at least one of the column filter criteria. Match All will require a row to match all of the criteria to be included.
  6. Click Apply Filters.

Default Filters

Report filters can also be set as personal or report-level defaults. For more information on Default Filters, click the links below: 

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  • I like the Set Defaults option.  I do not like the drop down lists of filters.  I use multiple filters with multiple criteria often.  Previously I could open the filters and was quickly able to see all my available options and select the appropriate filters within 4-5 clicks.  Now to get those same criteria.  I have to open the dropdown box and click to get the major filter and then open it again for each criteria.  Rather than Click, Click, Click.  It now is Dropdown box, Click, Dropdown box, Click,  Dropdown Box, Click.  "Do I have everything I need,  hang on let me open the drop down box again and review".  I feel like we just took away a bit of visibility and added many more clicks.

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  • Hi Marc, 

    Thanks for sharing this feedback - and I'm sorry that this change has made filtering more difficult for you.  

    In designing this new interface we tried to thread the needle between information overload vs. visibility and number of clicks.  When the number of filters exceeds even just 5, with 5+ filter values for each, many users were overwhelmed by the options presented (and many customers have 10+ filters).  So, admittedly, we optimized this new interface for users who don't know exactly where they need to look in a long list of filters.   That being said, for "pro-users" we added the ability to type in filter names and values in the hope that this would allow for fewer clicks and a faster experience.  

    We're still playing around with ideas that would allow you to preserve a set of "favorite filters" that would appear throughout all reports to reduce the number of clicks.  We'll keep you posted if we proceed with any of these options.



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  • I have a use case for an "or" filter in a report: Term is greater than 12 months OR co-terminus with existing contract. This data lives in two separate fields in SFDC. What is the best way to achieve this?

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  • Hi Serenity,

    Thanks for commenting! Could you post this comment and future questions to our Questions and Answers forum (link here: where our Support team can help answer this?

    In regards to this specific question, I do not believe "or" logic can be applied between two different filters built on two separate field but a workaround would be to add the report filtered for each filter as two separate dashboard cards to a dashboard.

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  • I also have a use case for BOOLEAN logic in filters. Bryan your link posted here is dead.

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