Quick Filters & Period Swapper for the Hub
- Anna Yermolenko
Overview
Quick Filters allow users to narrow down issues across all reports in a hub based on criteria like project, issue type, status, assignee, and more. They layer on top of existing report settings without modifying configurations or adding new tasks outside the original data source. Only administrators and hub owners can save or reset filters.
Custom fields (supported types listed below) appear in the Add Filter selector and function like native fields. For option-based fields, filters are context-aware, showing only relevant values for the selected projects or issue types.
Custom field type |
| Custom field type |
|
|---|---|---|---|
Checkbox |
| Paragraph (supports rich text) | |
Checkboxes | Participants of an issue | ||
Connection | Project Picker (single project) | ||
Custom formula | Radio Buttons | ||
Date of First Response | Rating | ||
Date Picker | Reactions | ||
Date Time Picker | Select List (cascading) | ||
Days since last comment | Select List (multiple choices) | ||
Domain of Assignee | Select List (single choice) | ||
Domain of Reporter | Short text (plain text only) | ||
Global Rank | Slider | ||
Group Picker (multiple groups) | Text Field (read only) | ||
Group Picker (single group) | Time in Status | ||
Labels | Time interval | ||
Last commented by a User Flag | URL Field | ||
Last public comment date | User Picker (multiple users) | ||
Message Custom Field (for edit) | User Picker (single user) | ||
Message Custom Field (for view) | User Property Field (< 255 characters) | ||
Number Field | Username of last updater or commenter | ||
Number of attachments | Version Picker (multiple versions) | ||
Number of comments | Version Picker (single version) |
When a Quick Filter is applied, a corresponding label indicating its activation appears on the report card. By clicking on it administrators and owners can disable that filter.
How to work with Quick filters
Selecting filters
To apply filters, a user opens the relevant hub or creates a new one. The Add filter icon is only active when at least one report is present in the hub and the user has the required permissions (Hub administrator or owner). Once Add filter is clicked, the available filters appear.
Filter types
Below is an overview of the different filter types available.
Multiselect filter
Allows a user to select multiple options (for example, multiple projects or multiple issue types) as filter criteria. The report then displays only tasks matching any of the chosen options.
Additionally, the “not equals” (!=) option can be used to exclude tasks that match certain values.
Text filter
Designed for fields such as the Summary or Description of a task. A user types a keyword or phrase, and the filter shows tasks where the specified field contains that text.
Work Ratio filter
Enables a user to define both a minimum and a maximum value for the work ratio. Only tasks whose work ratio is within that numeric range are included in the filtered results.
Date filter
Date filter can be applied to any date/time field. There are four modes for date-based filtering:
Within the last
Prompts the user to enter a number and select a time unit (minutes, hours, days, etc.). The filter displays tasks from that timespan leading up to now.
More than
Prompts the user to enter a number and select a time unit. The filter displays tasks older than that specified duration.
Between
Offers two date pickers for choosing a start and end date, then shows only tasks within that range.
In the range
When the In the range option is selected, the user specifies a relative start and end time around the current moment.
Applying filters
To apply filters, users click Apply, after which active filter labels appear on reports and issues reload based on the selected conditions. Clicking Reset clears all filters, removes labels, and reloads issues according to the original report settings.
Changes to filters are not applied or saved until Apply is clicked.
Each report displays labels for applied filters. Hub owners and administrators can toggle filters on or off per report, updating its results individually. Filters are applied per report, allowing each to show data based on its own active selections.
Period swapper
Overview
The Period swapper allows users to set a common period and date across all time-based reports in a hub, eliminating the need to adjust each report individually.
How to work with hub Period swapper
Enabling the Period swapper
Click the Calendar icon in the hub header to enable it. If the hub has no reports, the icon is disabled. Once activated, a period selector and date range tool appear, letting users apply settings to all relevant reports.
Applying the period to hub reports
When the Period Swapper is enabled, reports with period and date fields automatically inherit the hub’s settings. Changing the period or date at the hub level instantly updates all affected reports.
The period set at the Hub level is not saved permanently. If the period is disabled (by clicking the Calendar icon again) or if the page is refreshed, all reports revert to their previously configured periods.
Individual report overrides
Even if a period is set at the hub level, users can override it for individual reports. However, any change to the hub’s period or date will reset the report’s override to match the hub settings.
