Custom Filter in Report Maxing Out
Hi – I’ve searched and couldn’t find anything for this issue:
I’m simply trying to see all values in the drop down for a filter I added to a report. The filter is for “Entity”, and there are quite a large amount of options (vendors and customers). When I click on the drop down after running the report, the list maxes out at the “M”s. I’ve tried various options suggested by AI and nothing is allowing me to see the bottom options – for example, I can’t select Vanta as an option because it’s below the “M”s.
Thanks
That is something you can’t fix but you can work around. Without knowing your entity naming scheme, I can’t give you exact advice. But the general advice is, change the match type to something other than “equal to”. You might be able to use “starts with” and give the entity name you want to match. If that does not uniquely identify the entity, you will have to use something tricky, such as a “between” filter, or multiple filters — one to filter in the entity you want and others to filter out entities you do not want. These typically will be “contains” or “does not contain” filters.
