Filter your reports and roadmaps

You can report on almost every data element in your Aha! account. Whether you choose one of the pre-built example reports (more than 75 at your fingertips) or create your own report with the report builder, you are well on your way to a world of insightful reports and impressive data visualizations.

You can also filter any report or roadmap in Aha! to further focus on the exact data you want to examine. Use Basic filters to add dropdown filters quickly to the top of your page. You can also lock filters, or set them to automatically update. Sometimes, you want to add logic to your filters — in that case, you will want to use Advanced filters.

Click any of the following links to skip ahead:

Set basic filters

To create a basic filter, hover over the filters bar at the top of the page and click the Add filter icon. Select a record type, then one or more filters. Click Add to add them. This is a great option to add a filter quickly without opening another modal.

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Set advanced filters

Advanced filters in Aha! let you bring the logical operators All, Any, and None to your filter logic. To create an advanced filter, click the Edit filters button on your report, and the report builder will open to the Add filters step of the process.

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With basic filtering, the resulting data will match All of the filter values.

Advanced filtering enables All, Any, and None filter logic and creates nested logical groups through the use of groups and subgroups.

  • All: Enables the "AND" logical operator between filters and includes results matching all of the filter values.

  • Any: Enables the "OR" logical operator between filters and includes results matching any one of the filter values. After clicking Set filter, select multiple values from the filter dropdown on your report.

  • None: Excludes results matching any of the filter values.

Use multiple operators in one advanced filter by creating filter subgroups. To do this, click the More options button on the far right of the filters you have added. Subgroups are nested under a parent group and function as a way to create a filter that is based on the previous filter.

Finally, you can reorder subgroups or rearrange filters by clicking and dragging them to the location you want.

Once you have defined the filters you want, click Save to apply the filter. If you want to refer to your filtered report in the future, save the view.

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Set filters to automatically update

Aha! users add and remove records constantly. When you report on dynamic data elements, it can be helpful to include all records for your desired record type, including records that have not yet been added.

To set a report filter that includes all records, including records within a record type or group which does not yet exist, try choosing the Auto-update filter option. Once the auto-update filter option has been enabled, any new records added to the record type or group will be automatically added to the report filter.

This option is available for:

  • Goal name

  • Initiative name

  • Workspace name

  • Epic name

  • Release name / Schedule name

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When this filter option is enabled, you cannot deselect a child record. This setting is only available for removable report filters — some report filters are inherent to the report and cannot be removed. As such, these types of filters cannot use the auto-update filter option.

Note: The Select all filter option will not include new records that are added to a record type or group. To have records automatically added to the filter as data changes, you must enable the Auto-update filter option.

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Lock and unlock a filter

Report filters can be locked on saved views to control access to data when sharing a report.

Locked filters cannot be changed or removed unless they are unlocked. The filter can only be unlocked by users who are owners or contributors that have view and edit permissions on the report, which are defined in the report details.

To lock a filter on a saved report:

  1. Create a new report or choose an existing report where you have view and edit permissions.

  2. Add a filter. You can add a basic filter by hovering over the filters bar and clicking the Add filter + icon, or add an advanced filter by clicking the Edit filters icon.

  3. Right-click on the filter to lock and unlock it.

  4. Save the report. Now, when this report is shared, the filter will be locked.

Filter locking and unlocking is available on all reports where filtering is available.

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