Filtering & Exporting
Narrowing a report by date range and dimension, and getting the result out as a spreadsheet or a printed PDF.
- The date-range dropdown sits at the top of every report, defaulting to All time
- Custom range... opens two calendars — pick From and To, then Apply
- Filter dropdowns are multi-select; each shows a count when it is active
- Clear appears once a filter is ticked and resets every filter at once — the date range stays as set
- Share opens Share & Export — Export as CSV or Print / Save as PDF
- CSV exports exactly what your filters left on screen
The Date Range
One dropdown, at the top of every report. The presets are:
- Last 7 days
- Last 30 days
- Last 90 days
- This month
- This quarter
- All time — the default
- Custom range... — reveals two calendars, From and To, with Cancel and Apply
What the range actually filters differs by report, because each one is measuring a different date:
| Report | The date range applies to | Filters offered |
|---|---|---|
| Progress | When each work item was created | Status, Assignee, Priority |
| Issues | When each issue was raised | Status, Assignee, Priority |
| Inspection / QC | When each inspection was created | Status, Collection, Assignee |
| Schedule / Overdue | The item's due date | Assignee, Priority |
| Materials | The delivery charts | Unit |
| Project Summary | No date range | None |
Two reports behave differently
On Materials, the date range moves the delivery and spend charts; the materials table, budget and stock figures always reflect the current position. Project Summary always shows the whole project — that is what makes it a clean one-page snapshot.
The Filters
Each filter is a dropdown of checkboxes — tick as many values as you want. The dropdown shows a count once anything is ticked, and a search box appears when a filter has more than five options. If a search matches nothing, it says No results.
The fixed option lists:
| Filter | Options |
|---|---|
| Priority | Critical, High, Medium, Low, None |
| Status (Issues) | Open, In Progress, Fixed, Closed |
| Status (Inspection / QC) | Not Started, In Progress, Completed, Cancelled |
| Status (Progress) | Your project's own workflow statuses |
| Assignee | Every member of this project |
| Collection | The inspection collections in use |
| Unit | The units your materials are measured in |
Clear appears next to the filters as soon as one is ticked, and resets the lot; it leaves the date range alone. Everything on the page — figures, charts, table and the CSV — follows the filters together.
Exporting
Set the view you want
Filters apply to the export, so narrow the report first. Exporting an unfiltered report gives you every record.
Open Share & Export
Click Share in the report header. The Share & Export dialog opens.
Choose a format
Export as CSV downloads the filtered rows as a spreadsheet file, with the column names, status labels and dates as the table shows them. Print / Save as PDF opens your browser's print dialog, from which you can save the report as a PDF snapshot exactly as it appears.
CSV for the numbers, PDF for the picture
CSV carries the underlying rows, so it is what you want for further analysis in a spreadsheet. The printed PDF keeps the charts and the layout, which is better for circulating. For something a client should receive, use a Client Report instead.
Related
- The Six Reports
- Sharing a Report — share links, for client reports
Questions
Does Clear reset the date range too?
No. Clear unticks every filter and leaves the date range as you set it. Choose All time to reset that.
Are my date range and filters kept when I leave the report?
No. Every report opens on All time with no filters. Going back to Reports, switching to another report or refreshing the page starts it fresh.
What's in the CSV file?
The rows of the report's table, after your date range and filters, not the charts or headline figures. Project Summary is the exception: it exports its headline figures. Column names, statuses and dates read as they do in the table.