Report Filters

Filters let you narrow down report data to focus on specific time periods, pipelines, campuses, programs, and applicant statuses. Most reports share a common filter bar, with some reports offering additional specialized filters.

Dashboard Filter Bar

The standard filter bar appears at the top of most report pages and includes:

Date Range Filter

The date range filter is the most commonly used filter and supports both custom ranges and quick presets.

Using a custom date range:

1. Click the date range button in the filter bar.
2. Select a start date and end date.
3. Click Apply to filter the report data.

Using date presets: Quick presets are available for common time periods:

Preset	Description
This Month	Current calendar month
Last Month	Previous calendar month
This Quarter	Current calendar quarter
Last Quarter	Previous calendar quarter
This Year	Current calendar year
Last Year	Previous calendar year
Last 30 Days	Rolling 30-day window
Last 90 Days	Rolling 90-day window

Click a preset to instantly apply it. The date range button updates to show the selected range.

Reset Filters

Click the Reset button to clear all applied filters and return to the default unfiltered view.

Report-Specific Filters

Different preset reports accept different filter parameters:

Enrolment Report Filters

Filter	Purpose
Date range	Restrict to applicants created within the range
Enrolment year	Focus on a specific academic year
Program	Filter by program/year group
Campus	Filter by school campus
Include sub-programs	Show sub-program level detail

Checklist Completion Filters

Filter	Purpose
Date range	Restrict to applicants created within the range
Enrolment year	Focus on a specific academic year
Program	Filter by program
Status	Filter by applicant status
Campus	Filter by campus

Language and Nationality Distribution Filters

Filter	Purpose
Date range	Restrict by creation date
Enrolment year	Focus on a specific academic year
Program	Filter by program
Campus	Filter by campus

These reports also offer an in-report Status column toggle -- a dropdown above the data table that lets you show or hide individual status columns (Applied, Accepted, Enrolled, etc.) without reloading the report.

Source Analysis Filters

Filter	Purpose
Date range	Restrict by creation date
Source	Filter by specific lead source
Enrolment year	Focus on a specific academic year
Campus	Filter by campus

User Performance Filters

Filter	Purpose
Date range	Restrict by activity date
Status	Filter by applicant status

Capacity Structure

TIP

The Capacity Structure report does not use the standard date range filter since it displays structural capacity data that is not time-dependent. It uses its own specialized view.

How Filters Affect Data

When filters are applied, the report:

1. Queries the database with the filter parameters.
2. Returns only data matching all active filters (AND logic).
3. Recalculates all charts, percentages, and totals based on the filtered dataset.
4. Updates the data table to show only matching rows.

WARNING

Applying very narrow filters (e.g., a single day with a single program) may result in too few data points for meaningful analysis. If a report shows empty results, try broadening your filter criteria.

Combining Filters

Multiple filters can be combined to create precise views:

Example: To see how many kindergarten applicants were accepted from referrals in Q1 2025:

1. Set Date range to January 1 - March 31, 2025.
2. Set Program to "Kindergarten."
3. Set Source to "Referral."
4. Set Status to "Accepted."

All filters apply simultaneously using AND logic.

Saving Filter Combinations

If you frequently use the same filter combination, save it as a custom report:

1. Apply your desired filters.
2. Click Save Report.
3. Give it a descriptive name.
4. Next time, open the saved report to load the same filters instantly.

See the Custom Reports article for details on saving reports.

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