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Report Builder filter guide

Permissions: Job Admin and above

Product tier: Available for Advanced and Expert subscription tiers

Report Builder gives your organization the flexibility to customize reports so you can easily find your data.

Filters on reports enable you to create rules for the data you wish to see returned. Report Builder includes filters that can be both customized and layered, allowing you to specify conditions for the type of data you want to view in your report.

In addition to allowing you to filter for specific data, Report Builder also includes not operators so you can exclude specific results from your report.

In this article

To begin, create a new custom report using Report Builder, then click Filters.

Screenshot-of-Report-Builder-custom-report-Filters.png

Report Builder filters overview

The type of custom report you create will dictate how the data can be filtered. For example, a custom report based on a Job Summary template will provide you different filtering options than a custom Candidate report. Regardless of what type of custom report you're building, the process to create a filter will be the same.

For each filter you apply to a custom report, you'll select the following:

  • Property: The field or metric by which you want to filter the report data
  • Operator: The relationship between the property and the value
  • Value: The criteria applied to the property

From the Custom Report Preview page, select a property option from the available list.

Note: The operator and value options available to choose from are dependent on the property, so these dropdowns cannot be edited until you have selected an option from the Property dropdown. See the Available operators section of this article for more details about operators.

Once you have set the Property dropdown to define the metric by which you want to filter, select values from the Operator and Value dropdown menus.

Example: When creating a custom report based on the Jobs Summary template, you might want to see data only for jobs in the Development department. To create a filter for this, make the following selections in the appropriate dropdown menu:

Department (property) is equal to (operator) Development (value)

To learn more on filtering for subordinate department and offices, click here. 

To add more values to an existing filter, click the Values dropdown and select from the available options. Click each additional option you want to include in the filter. If more than one option is added to the Value field, each option will be treated as an OR. For example, in the image below, the report data will be filtered for candidates who have a status of either hired OR active.

Screenshot-of-Report-Builder-multiple-filters.png

Custom reports allow you to layer multiple filters to drill down into your data. To add another filter, click + Add Filter and select options for the Property, Operator, and Value dropdown fields. Repeat this step to add as many filters as you wish.

Example: Continuing with the example above, you could narrow your custom Jobs Summary report further by applying a second filter for Office (property) is equal to (operator) San Francisco (value). Now you have created a report that returns details for Development jobs which are in the San Francisco office.

Available operators

Report Builder uses the operators listed in the table below. Operators are dependent on the selected property and the property's associated values; not all operator options will be available for every filter. For example, date-based operators will be available only if you select a property value related to dates, such as Application Date.

Operator Details
After Date-based operator; returns data where property option occurred after the date selected for value.
Before Date-based operator; returns data where property option occurred before the date selected for value.
Between Date-based operator; returns data where property option occurred between two exact dates selected for value. Does not allow user to select relative dates (e.g. Previous Year) or specific number of days (e.g. Last 90 Days).

Contains

 Returns data where property option includes specified string of characters (entered as value). Example: The filter Job Name (property) contains (operator) Program Manager (value) will return jobs with a title that includes "Program Manager."
Does not contain Returns data where property option does not include specified string of characters (entered as value).
Greater than Numeric-based operator; returns data where property option is larger than selected numeric value. Example: The filter Days Open (Job) (property) greater than (operator) 45 (value) will return jobs that have been open longer than 45 days.
Is defined Returns data where property option has been provided, but does not consider what information was entered for the property option. Does not allow user to enter a value. Example: The filter Department (property) is defined will return data for all jobs with a listed department.
Is equal to Returns data where property option is an exact match for selected value.
Is not defined Returns data where property option has not been provided. Does not allow user to enter a value. Example: The filter Department (property) is not defined will return jobs not associated with any department.
Is not equal to Returns data where property option is anything except selected value.
Less than Numeric-based operator; returns data where property option is smaller than selected numeric value. Example: The filter Days Open (Job) (property) less than (operator) 45 (value) will return jobs that have been open for less than 45 days.
On or after Date-based operator; returns data where property option occurs on or after a specified date (entered as value).
On or before Date-based operator; returns data where property option occurs on or before a specified date (entered as value).
Within Date-based operator; returns data where property option occurred within either a relative date range (e.g. Previous Year) or within a specific number of days (e.g. Last 90 Days). Does not allow user to specify exact dates.

Additional resources