Filters and the grain switch

Column filters for text, numbers, dates, months, dropdowns and yes/no values, and the Month, Quarter and Year switch.

Every column in a report table has a filter control under its header. Filters run in your browser on the stored result, so they respond immediately and never change the report for anyone else.

Starting filters

A report can open with filters already set, such as "this year" on a date column or one subsidiary. The author chose them, and they appear in the column headers like any filter you set yourself. You can change or clear them. The app works out a relative range, such as This month or Last 30 days, again each time the report opens.

Filters by column type

The filter control depends on the column's format.

Text

Type anything, and the table keeps rows where the column contains it, in any case. The box also accepts a short syntax, which appears beside the box while you type:

You type	Keeps rows where the column
`a \| b`	contains a or b
`a & b`	contains both a and b
`!a`	does not contain a
`=a`	is exactly a
`!=a`	is anything but a
`a*`	starts with a
`*a`	ends with a
`=`	is empty
`!=`	is not empty

To search for one of these symbols literally, put a backslash before it, as in AT\&T.

Number

Pick an operator: Between, =, ≠, >, ≥, <, ≤, Empty or Not empty. Then enter the value, or both values for Between.

Date

Choose a custom range or a relative range. Relative ranges include This month, Last 30 days, This quarter, Year to date and others, and they follow the calendar. You can also choose On or after, On or before, Empty or Not empty. When you choose a relative range, the app fills in the dates. When you type a date, the filter becomes a fixed range.

Month

This control applies to a column that holds month keys such as 2026-03.

Pick months lists the months in the result, grouped by year, with a tick for each whole year.
Whole year, Month range, From month and Up to month take a year or months.
Relative ranges such as This year, Last quarter and Last 12 months follow the calendar.

A checklist of every distinct value, with a row count for each. Show ticked keeps only the ticked values, and Hide ticked removes them. The list has a search box and a Clear button. A long list, such as a vendor or customer column, shows your ticked values and the first few hundred matches. Type in the search box to reach the rest.

Yes / No

All, Yes or No.

How filters combine

When filters are set on several columns, a row must match all of them. The count above the table, for example "Showing 42 of 1,203 rows", shows how much they narrow the result.

Table filters also narrow every chart and stat tile over the same report on the page. The widgets around a table always show the slice you filtered the table to.

Month, quarter or year

Some reports show Group by at the top of the page, with Month, Quarter and Year. These reports are stored by month. Quarter and Year roll the months up in your browser, and the whole page follows the choice: the table, its filters, the totals row, every chart and the export. The page opens on the grain the author chose. The page address holds your choice, so a link you share opens on the same grain.

Each figure rolls up by a rule the author set:

Sum adds the months together. This fits money, quantities, and counts of things that each belong to one month, such as invoices.
Ratio of two columns recalculates a rate from its two parts. For example, margin percentage is total margin over total revenue. The app never averages the months' percentages, because that gives the wrong answer.
Month only leaves the figure blank at quarter and year.

What month rows cannot give

Some figures cannot be rolled up from monthly totals, however the sum is done:

a median, a minimum or a maximum;
a count of things that span months, such as vendors active or distinct customers;
an average without the totals it came from.

These show blank at quarter and year. Switch back to Month to see them. If you need such a figure by quarter or year, ask the author for a dashboard over the detail report. A dashboard calculates a distinct count or median by quarter from the individual lines, so the figure is exact.

Clearing filters

Clear a filter from its own control in the column header. After a drill-through, Show everything removes the carried values and returns the report to its normal view.

#Starting filters

#Filters by column type

#Text

#Number

#Date

#Month

#Dropdown

#Yes / No

#How filters combine

#Month, quarter or year

#What month rows cannot give

#Clearing filters