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Applying Dynamic Filters to Reports

Filter reports before download to get focused data—apply rules, then export or email the result.

Kolleno Support avatar
Written by Kolleno Support
Updated over a month ago

The table dynamic filters are available into reports so you can drill into exactly the data you need.

Just like on-screen tables, most reports supports “Field → Operator → Value” rules.

Apply your filters, then download or email the result, and you’ll get a focused, actionable export every time.

  • Navigate to Reports tab

  • Select any Report group —> then Report type

  • Click Download or Email button:

  • You’ll see a small Filters button —> click it to open and choose filters to apply to the report.

Once Applied —> click Download then wait for the file to be processed and sent to you.

  • Open received Excel file

  • The downloaded Excel file will include only rows matching your filters. To verify, open the Filters tab in the spreadsheet and review the criteria applied.

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