Report Keyword Search and Filter

The keyword searching and filtering feature is located in the header of saved reports and the Default Report page. It allows you to sort through information in records based on the types of fields included in the application. These main field types are text, numeric, date & time, selection, and user/group.

Use Keyword Search and Filter

Click in the search field at the top of the report page.

To begin searching, either type information you are searching for or click Filters and create a condition from the Condition Builder .

Select your operator and insert the value you are filtering by. Click apply. For more information on operators and values, reference Filtering Field Types below.

The report is now sorted. The filter will appear at the top of the page in the search field.

Filter Field Types

When filtering reports, each section in the record appears and can be filtered individually. These main field types are text, numeric, date & time, selection, and user/group. For more information about filed types, see Select Fields and Assign Field Properties.

Text

Text filters are indicated by the text symbol and only apply to sections that allow text entries.

Numeric

Numeric filters are indicated by the # symbol and only apply to sections that allow numeric entries.

Date, Time, and Date and Time Filters

This sections explains how to configure and use date and time filters in the UI. The filters work across three types of fields:

Date – Filters by calendar date only (example: 2025-05-09)

Time – Filters by time of day only (example: 14:30:00)

Date & Time – Filters by full timestamp (example: 2025-05-09 14:30:00)

Operator Behavior by Field Type

UI Input Types

Note: For the Previous and Next operators, some units like days or weeks may include the current day in Date filters. This behavior may not strictly reflect a full 24/48/72 hour window. We are actively working to improve this consistency.

Example Use Cases

72 Hours: April 21, 3:01 PM – April 24, 3:01 PM |

Shows records with dates and times earlier than the current time. The value entered with this operator determines the range—such as 2 minutes, 1 day, or 7 months—before the current time.

The behavior of this operator is calendar-aligned, meaning the selected unit (minute, hour, day, week, month) determines how the start and end boundaries are calculated. Minute-based values behave differently from hour/day/week/month values.

Examples:

Previous 3 days: Retrieves records from the previous three fully completed calendar days. If today is April 24, 2025, at 3:01 PM — records from April 21, 2025, at 12:00 AM through April 23, 2025, at 11:59 PM. Time fields ignore the date, returning all valid times. Date fields return full calendar days. Date and Time fields align to full calendar day boundaries.

Previous 72 hours: Retrieves records from the previous 72 completed hour boundaries. If today is April 24, 2025, at 3:00 PM — records from April 21, 2025, at 3:00 PM through April 24, 2025, at 2:59 PM. Hour-based units align to calendar hour boundaries and exclude the current hour in progress.

Previous 1 week: Retrieves records from the last fully completed calendar week. If today is Thursday, April 24, 2025 — records from Sunday, April 13 through Saturday, April 19, 2025.

Previous 1 month: Retrieves records from the last fully completed calendar month. If today is April 24, 2025 — records from March 1 through March 31, 2025.

Returns records that occur from now forward, based on the selected unit.

The behavior of this operator is calendar-aligned, meaning the selected unit (minute, hour, day, quarter, etc.) determines how the start and end boundaries are calculated. Hour/day-based units align to full calendar boundaries rather than a strict “from now” rolling window.

Examples:

Next 2 hours: Records from the next two fully upcoming calendar hours. If the current time is 10:15 AM — records from 11:00 AM through 12:59 PM. (The current hour in progress is excluded.)

Next 3 days: Records from the next three full calendar days. If today is April 24, 2025 — records from April 25 through April 27, 2025.

Next 1 quarter: Records from the next full calendar quarter, through the last day of that quarter.

Next 24 hours: Includes the next 24 completed hour boundaries. For date fields, this may include the remainder of the current day and the next day, depending on calendar alignment.

Current

Filters records within the current calendar unit in progress, based on the selected unit.

The selected unit (minute, hour, day, week, month, etc.) determines the calendar boundaries used for filtering.

Examples:

Current day: All records from today (12:00 AM through 11:59 PM).

Current week: Records from Sunday to Saturday of the current calendar week.

Current month: Records from the 1st through the last day of the current calendar month.

Use the appropriate combination of operator, unit, and field type to create dynamic and precise date and time filters. Previous and Next return calendar-aligned time windows based on the selected unit (for example, the previous two completed hours). For static comparisons (for example, "after 3:00 PM"), use comparative operators.

Selection

Selection filters are indicated by the selection symbol and only apply to sections that allow date entries.

User/Group

User/Group filters are indicated by the users symbol and only apply to sections that.

Reference

Reference filters are indicated by the reference symbol.