Create filters in reports

Filters specify conditions that your rows must meet to be displayed in your report.

Who can use this?

Plans:

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Permissions:

  • Owner
  • Admin

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Your report's filtering criteria are composed of multiple filter groups, each containing the conditions that rows must meet. Each condition defines the acceptable values within a column for a given row.

To add a filter in a table view report:

  1. Go to Source data in the toolbar and select Filter rows in the panel.
  2. Select Add filter.
  3. Fill in your filter group criteria. Learn more about filtering in table view. 
  4. Within the panel, select Add filter group to add more filters.

To add a filter in grid view, select the Filter Criteria option in the toolbar.

Add a filter to a table view report flow

The Source data > Filter rows card in the panel displays a counter of how many rows are shown after filters are applied. If you're working with large amounts of data, consider applying additional filters to the report.

Things to consider when working with filters in reports

  • Between filter groups, the And/Or selector controls whether all conditions and filter groups must be met (And) or if only one of the conditions or filter groups must be met (Or).

If you're seeing more results than you expect, try switching your Or operator to And. If you're seeing fewer results than you expect, try switching your And operator to Or.

  • When working with complex filters, consider adding or removing conditions and groups one at a time to ensure the results appear as expected.