The reporting capabilities in Aha! provide visualization, data, and analytics on almost every element in the Aha! data model. There is no need to export data into a spreadsheet for analysis because Aha! offers a powerful analytics engine on all account plans.
This support article explains how to:
- Set advanced filters
- Set filters to automatically update
- Lock and unlock a filter
Set advanced filters
With Aha! advanced filtering, you can quickly analyze your unique management data using All, Any, and None filter logic. This allows for powerful searches where you can craft logical strings to focus on just the data you are looking to display.
Creating advanced filters is easy. Click the Add filter button to open up the filtering menu. The top section allows you to choose which filters you wish to add. The bottom section provides a visual of the filters that have been added as well as the option to toggle between basic and advanced filtering.
With basic filtering, the resulting data will match all of the filter values.
Advanced filtering enables All, Any, and None filter logic and creates nested logical groups through the use of groups and subgroups.
- All: Enables the "AND" logic between filters and includes results matching all of the filter values
- Any: Enables the "OR" logic between filters and includes results matching any one of the filter values
- None: Excludes results matching any of the filter values
To enable "OR" logic, select Any in the filter set up. After clicking Set filter, select multiple values from the filter dropdown on your report.
Groups and subgroups are created by clicking the More options button on the far right of the filters you have added. Subgroups are nested under a parent group and function as a way to create a filter that is based on the previous filter.
In the below screenshot, the Any filter for Product name and Release status are the parent filters. The following None filter for Feature type is part of a subgroup nested under the parent filter.
Once you have defined the filters you want, click Set filter to apply the filter. If you are adding filters to a view, save the view so you can refer to it in the future.
Set filters to automatically update
Aha! users add and remove records constantly. When you report on dynamic data elements, it can be helpful to include all records for your desired record type, including records that have not yet been added.
To set a report filter that includes all records, including records within a record type or group which does not yet exist, try choosing the Auto-update filter option. Once the auto-update filter option has been enabled, any new records added to the record type or group will be automatically added to the report filter.
This option is available for
- Goal name
- Initiative name
- Workspace name / Product name
- Master feature name
- Release name
When this filter option is enabled, you cannot deselect a child record. This setting is only available for removable report filters — some report filters are inherent to the report and cannot be removed. As such, these types of filters cannot use the auto-update filter option.
Note: The Select all filter option will not include new records that are added to a record type or group. To have records automatically added to the filter as data changes, you must enable the Auto-update filter option.
Lock and unlock a filter
Report filters can be locked on saved views to control access to data when sharing a report.
Locked filters cannot be changed or removed unless they are unlocked. The filter can only be unlocked by users who are owners or contributors that have view and edit permissions on the report, which are defined in the report details.
To lock a filter on a saved report:
- Create a new report or choose an existing report where you have view and edit permissions.
- Add a filter by clicking the filter icon.
- Right-click on the filter to lock and unlock.
- Save the report. Now, when this report is shared, the filter will be locked.
Filter locking and unlocking is available on all reports where filtering is available.