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Editing filter logic

Updated on October 29, 2021

Customize a report to display only data that is relevant to your needs by managing how the report filters information.

If your report contains multiple filter conditions, you can edit the filter logic to display only the required sets of data. By default, filters display data that matches all of the filter conditions. When you edit the filter logic, you can use parentheses and AND or OR to specify the filtering logic of complex conditions.
  1. Run the report that you want to update.
    For more information, see Running a report.
  2. In the upper-right corner of the screen, click Edit report.
  3. Edit the filter logic for your report:
    1. Click Change Logic.
    2. In the Filter logic section, in the Logic field, enter the logic that you want to use to filter the report data.
      Pega Platform assigns a literal identifier to each filter condition. For example, to display the data that matches condition A and either condition B or C, enter A AND (B OR C).
      Note: Include all available filter conditions in the filter logic. Otherwise, the logic does not change.
    3. Click Apply changes.
For example:
Customizing filter conditions

The following visualization presents how to customize the filter logic. Initially, the system filters the results to retrieve data that match all three conditions (A AND B AND C). When the logic changes to A AND (B OR C), the results match condition A and either B or C, hence the outcome is different.

Visualization that presents how to customize filter logic.

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