Custom filters make it faster to find specific report submissions. You can select up to 5 questions per report to use as searchable filters, helping you quickly narrow down results without scrolling through everything.
⚠️ Note: Only users with admin access to reports can set up custom filters.
Custom filters are designed to work with submissions created after the April 7th release. Submissions made before this date may not be fully compatible if the associated questions and/or answers were previously modified. We plan to extend filter support to all submissions at a later time.
How to set up custom filters
Locate the report you want to set up filters for. You can find it in one of two places:
Reports > View All Reports, or
Pending Submissions > Reports & Inspections
Click the blue Edit Report Template button.
In the panel that opens, you'll see an Add to Filters button next to any question that's eligible to be used as a filter. Click it to add that question to your filter set.
💡 Tip: You can add up to 5 filters per report. If you've reached your limit and want to swap one out, click Remove from Filters next to the question you want to replace, then add a different one.
Once you've selected all the questions you want to use as filters, click the green Save button at the bottom of the panel.
How to use your filters
Back on the report's submissions page, you'll now see a Filters button. Click it to filter your submission results by the questions you selected, making it easy to find exactly what you're looking for.
