Report and Run
web portal
  • Report and Run: Cloud
    • Quick Start Guide
      • Create an account
      • Create a report
      • Add images
      • Generate a PDF
    • User Interface Overview
    • Content
      • Search
      • Folders
        • Create folder
        • Rename folder
        • Delete folder
      • Reports
        • Create a report
        • Rename report
        • Delete report
        • Copy report
        • Reorder items within a report
        • Delete an item in a report
      • Sections
        • Add a section to a report
        • Move items between sections
        • Reorder sections within a report
        • Delete a section
      • Images
        • Add images
        • Add full page images
        • Add follow-up images
        • Export raw image from report
      • Annotations
        • Edit annotations
        • Delete annotations
      • Note Annotations
        • Create a note annotation
        • Edit a note
        • Resize a note
        • Notes in overflow
        • Attach notes to annotations
        • Add measurements to lines
      • Text
        • Add cover pages
        • Add paragraphs
      • View logs
      • Trash
        • Remove an item from the trash
        • Recover an item from the trash
        • Empty the trash
    • Customization
      • Report templates
        • Create a new report template
        • Convert an existing report into a template
        • Use a report template
        • Remove a report template
      • Custom properties
        • Add custom properties to images
        • Add custom properties to report
        • Hide default properties
      • Text templates
        • Create a text template
        • Use a text template
        • Delete a text template
      • Show/hide functionality
      • Show/hide header fields
      • Show/hide image fields
      • Customize labels
      • Set the default date format
    • Report Generation
      • Supported formats
      • Generate a PDF
      • Generate a DOCX
      • Generate an XLSX
      • Share a published report
      • View a published report
      • Delete a published report
      • Document storage duration
      • Set default storage duration
      • Filter a report
      • Paper types
      • Set default paper type
      • Image quality
      • Set default image resolution
      • Time zone
      • Locale
    • Branding
      • Set a company name
      • Set a company logo
      • Add footer logo
      • Set footer text
      • Set logo size
      • Add a banner to a report
      • Set multiple logos
      • Set contact details
      • Set a location
    • Collaboration
      • Invite a user into your space
      • Invite a user into a folder
      • Invite a user into a report
      • Revoke user membership
      • Change user permissions
      • List all space membership
    • Account Management
      • Set up organization
      • Upgrade/downgrade your monthly subscription
      • Upgrade/downgrade your pre-paid account
      • Access receipts
      • Update account details
      • Change your password
      • Unlock your account
      • Change your email
      • Check user limit
      • Check image limit
      • Log out
      • Log out of mobile devices
      • Cancel your subscription
      • Resubscribe
      • Delete your space
      • Delete your account
  • Report and Run: Integrate
    • Quick Start Guide
      • Create a report
      • Add images
      • Generate a PDF
      • Share a PDF
    • User Interface Overview
    • Content
      • Folders
        • Rename folder
        • Move folder
        • Delete folder
        • Set folder properties
      • Reports
        • Create a report
        • Create a report from template
        • Reorder items in a report
        • Rename report
        • Delete an image/paragraph
        • Delete a report
        • Set report properties
        • Move report
      • Sections
        • Add a section to a report
        • Rename a section
        • Move a section up/down
        • Delete a section
      • Images
        • Add image from gallery
        • Add image from camera
        • Add/edit image description
        • Add/edit image properties
        • Add follow-up image
        • View follow-up image
        • Delete follow-up image
        • Set full page image
      • Image Builder
        • Create before and after image
        • Create details and overview image
        • Crop an image
        • Scale an image
        • Adjust brightness and contrast
      • Text
        • Add cover pages
        • Add paragraphs
        • Add/edit description
      • Trash
        • Restore from trash
        • Delete from trash
    • Customization
      • Toggle report image list view
      • Toggle report image detail view
      • Toggle properties view
    • Report Generation
      • Generate documents
        • Generate a PDF
        • Filter by selection
        • Filter by section
        • Filter by conditions
      • Share a report
      • Share a single image
      • Share raw images
    • Filter Reports
      • Conditions
      • Filter report items
    • Account Management
      • Switch accounts
    • Offline Mode
      • Set offline mode
      • View pending uploads
      • Go back online
      • Upload pending images
    • Import Data
      • Import JREP as new report
      • Import JREP into an existing report
      • Import JREP into an existing section
      • Export JREP file (Android)
  • Report and Run
    • Quick Start Guide
      • Create a report
      • Add images
      • Generate a PDF
      • Share a PDF
    • Content
      • Spaces
        • Create new space
        • Switch spaces
        • Delete space
      • Folders
        • Create folder
        • Move folder
        • Rename folder
        • Delete folder
      • Reports
        • Create a report
        • Move report
        • Rename report
        • Delete a report
      • Sections
        • Add a section to a report
        • Rename a section
        • Move a section up/down
        • Delete a section
      • Images
        • Add image from gallery
        • Add image from camera
        • Add image from Image Builder
      • Text
        • Add cover pages
        • Add paragraphs
    • Text Templates
      • Create a text template
      • Use a text template
      • Edit a text template
      • Delete a text template
    • Branding
      • Set a company logo
      • Set a banner
      • Set contact details
      • Set multiple logos
    • Customization
      • Change report labels
      • Show/hide fields
      • Set the image resolution
      • Set the date format
      • Set the paper type
    • Report Generation
      • Generate a PDF
      • Generate a DOCX
      • Share a published report
    • Data
      • Export JREP
      • Import JREP
        • Import JREP as new report
        • Import JREP into an existing report
        • Import JREP into an existing section
    • Subscription
      • How to subscribe
      • How to log in
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  1. Report and Run: Integrate
  2. Report Generation
  3. Generate documents

Filter by conditions

You can share a view of your report filtered by a number of conditions, including who the report item is assigned to and when it is due.

PreviousFilter by sectionNextShare a report

Last updated 1 year ago

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  1. Tap on a report to open it.

  2. based on the you want to display in the published report.

  3. In the example below, the Created condition was selected.

  4. You can adjust the condition by tapping the settings menu. In the example below, we only wanted to show items that were created this week. So we tapped the default setting, All, and chose Week from the menu.

  5. Click the back arrow in the top-left corner to see your report with the filter on.

  6. Click Share at the bottom-right corner of the report.

  7. Click Add (+) at the bottom-right corner of the next screen to generate your filtered report.

  8. The conditions you specified will show in the middle of the screen, next to the blue filter icon. Only items matching these conditions will be included in the published report.

  9. Click the checkmark in the lower-right corner to finish generating your filtered report.

Set a report filter
conditions
Report filter set to show items created this week