How do I filter my data? – Zerion Software Customer Success Center

Articles in this section

iFormBuilder Data

To filter your data, please follow the instructions below.

STEP 1: From the Mega Menu, navigate to the Data Views.

STEP 2: Click the Filter icon for the form you wish to filter.

STEP 3: Choose the criteria by which you want to filter the data and click Set Filter.

Note: The date range is based on GMT time and CREATED_DATE, so depending on your location, you may need to adjust the range to get the results you are looking for.

STEP 4: You will be taken to the ListView and shown only those records which fit within your filter.

Back on the Data Views screen, you'll see the Filter icon has now been filled in, indicating that the form's data is filtered.

HOW DO I EXPORT MY FILTERED DATA?

STEP 1: After filtering the data, navigate back to the Data tab.

filtering iForm data

STEP 2: Highlight the filtered form, and select one of the export options.

filtering iForm data

Articles in this section

iFormBuilder Data

HOW DO I EXPORT MY FILTERED DATA?

Related articles