Filter Reports
Use date range, grouping, and currency filters.
Report filters control which records are included in a report.
Set filters before reading the chart. A report can be accurate and still answer the wrong question if the date range, grouping, or currency is wrong.
When sharing report results, include the filters you used. A screenshot without date range, grouping, or currency can be misunderstood later.
Apply Filters
- Open the report category.
- Select the report.
- Set From and To dates when available.
- Choose Group by when the report is time-based.
- Choose Currency on finance reports when needed.
- Wait for the report data to refresh.
- Review the summary cards, chart, table, and breakdown.
Date Range
Use From and To to limit the report to a specific period. This is useful for monthly review, quarterly reporting, year-end cleanup, and comparing recent activity against older activity.
Date filters use the report's record dates. For example, finance reports may use payment, invoice, estimate, expense, order, or tax dates depending on the selected report. Productivity and HRM reports use dates from the relevant work, time entry, timesheet, attendance, leave, payroll, or task records.
When comparing reports, confirm they use the same date logic. An invoice report and a payment report may differ because one is based on invoice dates and the other is based on payment dates.
For recurring reviews, reuse the same date logic every time. Changing from invoice date to payment date or from week to month can make trends look like business changes when only the filter changed.
Group By
Reports that show activity over time can be grouped by:
- Day for detailed daily movement.
- Week for weekly operating reviews.
- Month for executive summaries and longer trends.
Some reports do not show a group-by control because they are grouped by status, stage, bucket, department, product, account, or another fixed dimension.
Currency
Finance reports include a Currency filter. Choose a currency when your workspace has records in more than one currency, or leave it set to all when you want a full mixed-currency view.
Use one currency for accounting handoff. Mixed-currency totals can be useful for operational scanning, but they should not be treated as converted totals unless your finance process separately converts them.
Reset Filters
Use Reset to clear filters and return the report to its default query.
Reset is useful before troubleshooting a blank report because stale filters are the most common reason users miss data.
If a report looks wrong after reset, open a source record that should appear and check its date, status, owner, currency, and relationship fields.
Reports Without Filters
Some reports summarize current or fixed-dimension data and do not show every filter. Examples include account summary, headcount, project status, invoice aging, tax summary, and status distribution reports.
For fixed-dimension reports, validate the source records instead of looking for missing filters.
Troubleshooting Blank Reports
If a report is blank:
- Reset filters.
- Widen the date range.
- Check currency.
- Open a source record that should appear.
- Confirm the record status and date match the report.
- Confirm your role can view the underlying module.