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Filtering and Grouping Report Data

Learn how to add filter rules and group data in your Dynamic Report using the Report Builder designer in ProcessPro.

Written by James Ross

Filtering and Grouping Report Data

Description

The Report Builder designer includes a Filters sidebar and Grouping controls that let you narrow down and organise your report data. Filter rules let you include only rows that match specific criteria, while grouping lets you organise rows under field-value headers (e.g., group all plans by Status or GoalTemplate).

Why Use Filters and Grouping?

Without filters, your report shows every row in the dataset. Filters let you focus on what matters — active plans, overdue items, specific owners, or any combination. Grouping takes this further by organising filtered data into logical sections, making it easy to spot patterns, counts per group, and trends at a glance.

Restrictions

  • Multiple filter rules are combined with AND logic — a row must match all rules to appear in results

  • Grouping settings are saved per report builder — each report has its own grouping configuration

  • When a group-by field is not already in the column layout, it is added as a hidden column automatically

Quick Steps

Adding Filter Rules

  • Open the Filters sidebar in the Report Designer

  • Click Add Filter Rule

  • Select a field from the dropdown (e.g., Status, Owner, DueDate)

  • Select an operator from the available options: equals, contains, greater than, less than, and others from the BusinessRuleConditionOperator set

  • Enter a value to compare against

  • Repeat to add additional rules — all rules combine with AND logic

  • Click Preview Data to see only rows matching your filter rules

Removing Filter Rules

  • Click the remove button on any filter rule to delete it

  • Removing a rule expands the result set (more rows may appear)

  • Click Preview Data to see updated results

Saving Filter Rules

  • Click Save Filter Rules to persist your filter configuration

  • Filter rules are saved via the POST /reportbuilder/SaveFilterRules endpoint

  • Saved filters apply to both preview and published reports

Configuring Grouping

  • In the designer, locate the Grouping section

  • Select a field to group by (e.g., Status, GoalTemplate)

  • The group-by field key is saved on the report builder model as GroupByFieldKey

  • If the group field is not already in your column layout, it is automatically added as a hidden column

  • Click Save Grouping to persist your grouping configuration

Configuring Sort Order

  • Set a primary sort field via OrderByFieldKey1 (defaults to "Title" for Plan reports)

  • Optionally set a secondary sort field via OrderByFieldKey2

  • Sort order applies to both preview and published report views

Previewing Filtered and Grouped Data

  • Click Preview Data to see a sample of rows that match your current filter and grouping settings

  • When grouping is active, preview data displays with group headers

  • Preview respects all filter rules, grouping, and sort order settings

Important Notes

Multiple filter rules always combine with AND logic. If you need OR logic, consider creating separate reports for each condition or restructuring your filter approach.

When grouping is active and the group-by field is not in your column layout, it is automatically added as a hidden column. This ensures grouping works correctly without requiring you to manually add the field.

The Preview Data button shows only rows matching your current filters. Always preview after adding or removing filter rules to verify your results before publishing.

Further Information

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