Multiple filters at the same time

Viewers can set multiple filters at the same time. For instance, if a viewer selects 'last year' from the 'date' dropdown and 'AMEA' for the 'region', both filters will be applied to the report.

Filters respect the filters

For instance, in an HR survey report, a viewer can select a 'department' and then the next filter for 'managers' will only show managers that are in that department including the number of respondents.

Adding filters to the filter bar

Before you are able to use the filter bar in the Viewer, you need to make these filters available via the Viewer settings, as follows:

Renaming filter bar items

You can change the label of the criteria as it is shown on the filter bar to viewers of your report.

For instance, you may have question in the survey that reads "How long have you been working for ACME?"

That is way too long for the filter bar. You can edit the criteria label to be only "Tenure".

To change the label, click on the pencil next to the criteria that you want to change.

We recommend keeping the labels very short — one or two words at most.

Changing the order of filter bar items

You can adjust the order of the items in the filter bar. Try to give the filters a logical order. If there is a hierarchy in your organizational data, put the filter bar items in that order. For instance, 'Region' > 'Department' > 'manager'. Since the filters automatically respect the filters that are already set, once a report viewer has chosen a region and department, then the 'manager' filter will only show managers in that department in that region.

In the Filter bar section, click and hold the handle in front of the item, then drag it up or down to position it on the filter bar

Your changes are saved automatically.

Viewers can add their own filters

Once the filter bar is active, report viewers can add extra criteria to the filter bar by clicking on the plus button.