Filtering Data Before Downloading: Complete Guide

The Data Viewer provides two primary methods for finding specific information: Global Search and Column Search.

To find records containing a specific value across any field (including data within child records), enter your terms into the search bar located at the top of the record editor.
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To find values within a specific field, select the column header and enter your search term into the search bar within the popup menu.

You can refine your data set using three distinct filter types: System, Custom, and Column filters. The data returned by these filters is the only data included in your downloaded file.

Select the Filter button (located to the left of the Global Search box) to open or close the System Filter panel. This panel is open by default and allows you to filter records based on:

Select the Funnel icon to the right of the Global Search box to open the Custom Filters popup. Within this menu, you can build complex filter logic using AND, OR, and NOT groups to meet specific reporting needs.
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Select a column header to access filtering options specific to that field’s data type (e.g., date ranges for date fields or multi-select options for choice fields).