Sort and filter in grid reports

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Sort a column

To sort a column in a grid report, select the column heading. Then use the arrow icon to sort in ascending or descending order. Select it a third time to clear the sort.

A screenshot of a column with a sort arrow button

There are also options in the column’s three-dot more menu to sort or clear the sort.

Example of a column's More menu (a button with three vertical dots), with sorting options

Filter

Grid reports offer 3 different ways to quickly narrow down your data: column filters, dynamic filters, and search.

Column filters

Column filters are located in the column heading of any field in your report. They allow you to add multiple conditions with up to 10 operator filters.

The operators available depend on the field type:

  • Text

    • Fields: Text, Rich text, Text - multiple choice, Multi-select text, Checkbox, Email, Address, Phone number, URL, User, and any formula versions of these field types

    • Operators: Contains, Does not contain, Begins with, Equals, Does not equal, Blank, Not blank

  • Numeric

    • Fields: Numeric, Currency, Percent, Rating, Duration, Predecessor, and any formula versions of these field types

    • Operators: Equals, Does not equal, Blank, Not blank, Greater than, Greater than or equal to, Less than, Less than or equal to

  • Date

    • Fields: Date, Date/time, Time of day, Work date, and any formula versions of these field types

    • Operators: Equals, Does not equal, Blank, Not blank, After, Before, Between (equals, not equal, before, after, is blank, is not blank) apply to date, date/time, time of day, and work date fields

A picklist also appears below the operators for text-based field types with 100 or fewer unique values. This allows you to filter by selecting or deselecting specific values.

Filter options with checkboxes for task statuses: Select All, Completed, In Progress, Not Started.

Fields with active filters are indicated by a blue dot on the column filter icon or dynamic filter icon on the side panel.

Example of an active column filter, indicated by the filter icon with a blue dot

Dynamic filters

Dynamic filters are located in the Dynamic Filters panel on the right side of your report. Like column filters, this menu also offers filtering through operators and pick lists. Like legacy table reports, you can configure up to 5 dynamic filters per report in the Report settings menu. Any existing dynamic filters on legacy table reports will translate automatically to any newly enabled grid reports. Learn more about dynamic filters.
Screenshot of the Dynamic Filters panel with example conditions and operators

Fields with active filters are indicated by a blue dot on the column filter icon or dynamic filter icon on the side panel.

Example of an active column filter, indicated by the filter icon with a blue dot

Reset filters

There are multiple ways to reset (or clear) your filters:

  • Select the column filter icon, and then select Reset.

  • Select the Reset filters button at the top of the report.

  • Open the three-dot More actions menu at the top of the report and select Revert report.
    Note: This also reverts other changes present on the report.

For a quick way to find the data you’re looking for, use the search bar at the top of your report.