We recently launched a new Aha! report builder. It helps you quickly choose a report layout and select the fields and filters you need to analyze your data. But you probably have to go back and adjust those filters once the report is created so you can focus on the most relevant information. It would be so much faster if you could do that directly on your report.
You can now add filters inline on reports, roadmaps, and other Aha! views to quickly show records that match specific criteria.
You will notice a new + icon that appears when you hover over the filters bar at the top of your view. When you click it, you can add basic filters inline. To choose from both basic and more advanced options, use the existing add filter modal. And of course, you can always lock filters on saved views to control data access when sharing a report.
Here are some examples and ways you can use the new inline option to finesse your reports:
Filter features by business value
Let’s use a pivot table showing features by initiative as our first example. We want to only show features that are most important to the overall strategy. So we quickly add a filter inline to show the ones with a score of 10 or more.
Searchable filters make it easy to find exactly what you are looking for.
Sort ideas by category and status
Add as many filters as you need without disruption. In the example below, we want to understand how we are progressing against the areas of our product that customers are most interested in. So we add filters for category, status, and number of votes to a list report of ideas.
Spend less time adjusting reports and more time gaining insights from your data.
No more modal interruptions. Now you can get to the exact data you need with just one click.
Sign up for a free Aha! trial — be happy
Filters are available to all Aha! customers. If you are not already an Aha! customer, you may want to sign up for a free 30-day trial or join a live demo to see why more than 300,000 users trust Aha! to build lovable products.