Build Custom Report Filters

Filters decide which records appear in a table, chart, or stat. Each block has its own filter, so a chart and table in the same view can analyze different subsets. Available records, fields, and conditions depend on your school access and permissions.

Add conditions

Choose the records for your report block.
Open Filter and add a condition, then choose a field.
Choose a comparison and enter or select its value. Available comparisons depend on the field type; enum fields use the options shown by the picker.
Use All when every condition must match, or Any when at least one condition is enough.
Check the results before saving. If you see no records, check each condition and whether All or Any matches your intention.

Example: new leads to follow up

To find leads created this month, choose Member records and put these conditions in an All group:

Member Type is Lead.
Signed Up On is in the current month.

This finds member profiles signed up during the current month. For membership records, choose Membership and its Enrolled On field. That field shows when the membership record was created, not when its status changed to active.

Example: either of two conditions

Use Any when either condition should include a record. For example, a report for bookings that are either confirmed or cancelled should use Status is Confirmed and Status is Cancelled in an Any group. If you put them in All, one booking would have to match both statuses at once, so it would not match either condition.

Connected records let you filter by related information, such as a booking’s class or a membership’s program. Follow the relationship in the picker, then choose the field to compare. A related record can be unavailable because it belongs to another school or was deleted; its details do not become visible merely because another record refers to it.

Let viewers adjust a filter

You can bind a supported filter value to a viewer input so staff can change that value without editing the report:

Select the input link beside a filter value and choose Create new input, or bind to an input already in the block.
Open Params on the block to name the input, choose its type, and set a default value.
To make a condition optional, use Only apply when… and choose a toggle input.

An empty viewer input leaves its bound condition out of the query. A toggle that is off also leaves its gated condition out. Check the defaults and preview the results so an unset input does not make the report broader than you intend. Only compatible inputs are offered for a filter value.

Find attendance for a specific class date

Choose Attendance and combine these conditions in an All group:

Date matches the required calendar date, for example October 27, 2026.
Class or Session matches the class or recurring session you want.
Confirmed At is not empty, if you want confirmed attendance only.

Date uses the timezone of the school where the person signed in. Created At is also available when you need the original timestamp. Session schedules describe recurring weekly slots; choosing a session alone does not restrict results to one calendar date.

Attendance can include your members’ visits to other schools and visitors who signed in at your school. Add Signed-in School for your school when counting people who attended at this location. This differs from the built-in Attendance Report, which already limits results to sign-ins at the selected school.

Schedules and session templates are also available for filtering and reporting, subject to your existing permissions.

In workflows, Date can be used in filters and scheduled date-field triggers. A delay that waits until a record’s date field requires a stored date or timestamp, such as Signed Up On, not the calculated attendance Date.