---
title: "4. Filters and Conditions"
slug: "4-filters-and-conditions"
updated: 2024-01-26T18:51:16Z
published: 2024-01-26T18:51:16Z
canonical: "wiki.cobblestonesoftware.com/4-filters-and-conditions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 4. Filters and Conditions

### **Filters & Conditions**

**Ad-Hoc Wizard: Filters & Conditions**

The third step in the wizard provides the ability for granular filtering and conditions to be applied to the report.

**Setting Filters/Conditions**

1. On the side menu, click **Filters/Conditions**.

![Filters and Conditions Tab](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/View%20Filter%20&%20Conditions.png)

In this step, the Filters/Conditions that comprise your report must be created.

To better understand how to use the filters/conditions functionality, lets breakdown the components. In the picture below each of the components of the filtering control are marked with a letter.

![Filter Buttons and dropdown](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Custom%20Filter.png)

**Filtering Control**

A: **And/Or Selector:** Used to determine if a new expression is being added as an **AND** or **OR** condition B: **Add New Filter Expression:** Adds a new filter expression to the list of conditions (takes into consideration the **And/Or Selector**) C: **Add Expression Group:** Adds a new sub-grouping of expressions to be used in complex conditions. (takes into consideration the **And/Or Selector** between groups) D: **Remove Filter Item:** Removes the filter/condition from the list of applied filters and conditions

2. Click the **Add New Expression icon** (![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4.-filters-and-conditions-image-w2kcecl2.png)) to create a new Expression. Each is comprised of three parts:

- A field

- A filter statement such as Contains, Greater Than, Less Than, etc.

- A value against which the field will be compared.

3. If any of your filters/conditions are on a drop down menu, you can select Picklist Filter in the **Drop Down Filter Type** to select from one of the field's drop down values instead of typing it in.

4. Add as many of these Expressions as needed to build the report.

5. Click **Save & Preview**. Records are displayed in the Preview section that meet the requirements of the applied filters.

6. Up to 250 Records will be shown on up to 50 pages. Use **Preview Size** and **Page Size** settings to alter those counts.