Report Filters
Filters let you narrow your report to show only the checklists that match specific criteria. You can apply as many filters as you need — all filters are combined with AND logic, meaning a checklist must match every active filter to appear in the results.
Filters are saved as part of a custom report view, so your preferred filter settings are always ready when you load that view.
Adding a Filter
Click the Filters button at the top of the report to open the filters panel.
Click Add Filter at the bottom of the panel. A new filter row appears with three parts:
- Column — the data field to filter on
- Condition — how the value is compared
- Value — what to compare against
Select a column from the first dropdown. The condition and value inputs will update to match the type of data in that column.
Removing a Filter
Click the trash icon on the right of any filter row to remove it. The report updates immediately.
Filter Types
The available conditions and value inputs depend on which column you are filtering on.
Text Filter
Applies to: Checklist Name, Template, Next Task, Short Text controls, Long Text controls, Drop-Down controls, Multi-Choice controls, Sub-Tasks controls.
| Condition | Description |
|---|---|
| Is Equal To | The value must exactly match the filter text. |
| Is Not Equal To | The value must not exactly match the filter text. |
| Contains | The value must contain the filter text anywhere within it. |
| Does Not Contain | The value must not contain the filter text. |
Value input: Free-text field.
Number Filter
Applies to: Comments, Overdue Tasks, Tasks Completed.
| Condition | Description |
|---|---|
| Is Equal To | The number must exactly equal the filter value. |
| Is Not Equal To | The number must not equal the filter value. |
| Is Greater Than | The number must be greater than the filter value. |
| Is Greater Than Or Equal To | The number must be greater than or equal to the filter value. |
| Is Less Than | The number must be less than the filter value. |
| Is Less Than Or Equal To | The number must be less than or equal to the filter value. |
Value input: Numeric field.
Date Filter
Applies to: Date controls (date-only mode).
| Condition | Description |
|---|---|
| Is Equal To | The date must exactly match the selected date. |
| Is Before | The date must be before the selected date. |
| Is After | The date must be after the selected date. |
Value input: Date picker.
Date & Time Filter
Applies to: Started, Due, Completed, Date & Time controls.
| Condition | Description |
|---|---|
| Is Equal To | The date and time must exactly match. |
| Is Before | The date and time must be before the selected value. |
| Is After | The date and time must be after the selected value. |
Value input: Date and time picker. Dates and times are displayed using your account's date format settings.
Time Filter
Applies to: Date controls (time-only mode).
| Condition | Description |
|---|---|
| Is Equal To | The time must exactly match the selected time. |
| Is Before | The time must be before the selected time. |
| Is After | The time must be after the selected time. |
Value input: Time picker.
Checklist Status Filter
Applies to: Status column.
| Condition | Description |
|---|---|
| Contains | The checklist status must be one of the selected statuses. |
| Does Not Contain | The checklist status must not be any of the selected statuses. |
Value input: Multi-select checkbox list with the following options:
| Status | Description |
|---|---|
| Completed | The checklist has been fully completed. |
| In Progress | The checklist is active with no overdue tasks. |
| Due Soon | One or more tasks have an upcoming due date. |
| Overdue | One or more tasks have passed their due date. |
Task Status Filter
Applies to: Task columns (only available when a single template is selected).
| Condition | Description |
|---|---|
| Contains | The task status must be one of the selected statuses. |
| Does Not Contain | The task status must not be any of the selected statuses. |
Value input: Multi-select checkbox list with the following options:
| Status | Description |
|---|---|
| Incomplete | The task has not been completed. |
| Complete | The task has been completed. |
| Not Applicable | The task was marked as not applicable. |
| Due Soon | The task has an approaching due date. |
| Overdue | The task has passed its due date. |
| Hidden | The task is hidden by a conditional logic rule. |
| Halted | The task is blocked by a preceding halt task. |
Assignees Filter
Applies to: Assignees column, Members control columns.
| Condition | Description |
|---|---|
| Contains | The checklist must be assigned to at least one of the selected assignees. |
| Does Not Contain | The checklist must not be assigned to any of the selected assignees. |
Value input: Multi-select list with the following options:
| Option | Description |
|---|---|
| Current User | Matches the user currently viewing the report. Useful in shared views where each user should see their own data. |
| Individual team members | Matches a specific named team member. |
| Groups | Matches any group in your team. |
Tags Filter
Applies to: Tags column.
| Condition | Description |
|---|---|
| Contains | The checklist must have at least one of the selected tags assigned to it. |
| Does Not Contain | The checklist must not have any of the selected tags assigned to it. |
Value input: Multi-select checkbox list populated with all tags defined in your team.
Tips
Combining filters: All active filters are applied together with AND logic. For example, filtering by Status = "Overdue" AND Assignees = "Current User" returns only overdue checklists that are assigned to you.
System view filters: The built-in system views (Active, Assigned to Me, Overdue) come with pre-configured filters. These reset each time you load the view and cannot be permanently changed. To customise the filters, save the view as a new custom report.
Saved filters: Filters are saved as part of a custom report view. When you load a saved view, its filters are applied automatically.