Filter Types in Upland Analytics Reports

There are two types of filters: Report Filters and On Page Filters. Each plays a specific role in controlling how data is displayed and interacted with.

Report Filters are applied during report creation or editing. These filters are set on specific fields and define the default data shown in the report. Only users with edit permissions—such as the report owner or someone assigned as a Report Editor—can add or modify these filters. Report Filters cannot be changed when viewing the report.

On Page Filters allow users to refine their view of report data without editing the report. Before these filters can be used, the Report Editor must add the desired fields to the filter section of the report. Once configured, users can apply filters directly in the report interface. On Page Filters include:

• Quick Filters: Displayed at the top of the report or dashboard, and also listed under the Quick Filters section in the filter drawer.
• All Filters: Displayed in the All Filters section of the filter drawer. These do not appear at the top of the report.

You may also enable the Require users to select filters prior to running report setting to prompt users to choose filter values before viewing the data.

Note: The AND logic applies to all filter types, including Report Filters, On Page Filters, Quick Filters, and Subscription Filters. All filter conditions must be met for data to be included in the results.