Aha! Roadmaps | Filter your reports and roadmaps

You can report on almost every data element in your Aha! Roadmaps account. Whether you choose one of the pre-built example reports (more than 75 at your fingertips) or create your own report with the report builder, you are well on your way to a world of insightful reports and impressive data visualizations.

You can also filter any report or roadmap in Aha! Roadmaps to further focus on the exact data you want to examine. Add Basic filters quickly to the top of your page. You can also lock filters, or set them to automatically update. Sometimes, you want to add logic to your filters — in that case, you will want to use Advanced filters.

Click any of the following links to skip ahead:

• Set basic filters

• Set advanced filters

• Set filters to automatically update

• Lock and unlock a filter

• Sort reports and roadmaps

Set basic filters

To create a basic filter, hover over the filters bar at the top of the page and click the Add filter icon. Select a record type, then one or more filters. Click Add to add them. This is a great option to add a filter quickly without opening another modal.

In addition to reports and roadmaps, you can also filter dashboards.

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Set advanced filters

Advanced filters in Aha! Roadmaps let you bring the logical operators All, Any, and None to your filter logic. To create an advanced filter, click the Edit filters button on your report, and the report builder will open to the Add filters step of the process.

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" logical operator between filters and includes results matching all of the filter values.

• Any: Enables the "OR" logical operator between filters and includes results matching any one of the filter values. After clicking Set filter, select multiple values from the filter dropdown on your report.

• None: Excludes results matching any of the filter values.

Use multiple operators in one advanced filter by creating filter subgroups. To do this, click 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.

Subgroups enable you to use the same filter more than once. For example, if you would like to filter your report for all features that have an Analytics tag, but want to exclude features that have both an Analytics and a Dashboard tag. Navigate to your report's Advanced filters and add a filter for the Analytics tag, then add a subgroup, filtering for None of the features with a Dashboard tag.

You can reorder subgroups or rearrange filters by clicking and dragging them to the location you want.

Once you have defined the filters you want, click Save to apply the filter. If you want to refer to your filtered report in the future, save the view.

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Set filters to automatically update

Aha! Roadmaps 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

• Epic name

• Release name / Schedule 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.

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.

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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:

1. Create a new report or choose an existing report where you have view and edit permissions.

2. Add a filter. You can add a basic filter by hovering over the filters bar and clicking the Add filter + icon, or add an advanced filter by clicking the Edit filters icon.

3. Right-click on the filter to lock and unlock it.

4. 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.

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Sort reports and roadmaps

You can often sort data in a report or roadmap as well as filter it. For example, in a list report, click the More options button beside any column to sort your report by that column.

On certain reports and roadmaps, you can sort your data by multiple fields — even if you have not included those fields in your report or roadmap. For example, you may want to sort the initiatives in your pivot table by their completion percentage, without displaying that field in the table.

Custom table relationship fields, available to Enterprise+ customers, are not sortable.

You can sort the following reports and roadmaps by multiple fields:

• Pivot tables

• Hierarchy reports

• Custom roadmaps

To do this on pivot tables or custom roadmaps, click Customize view, then Edit data. Click Sort fields to sort that section of the report or roadmap:

• Click and drag to reorder the available fields. Your view will be sorted by the top field first in descending order — so, for example you could sort features alphabetically first, and then by rank.

• By default you will Sort a given field By itself — so by default, you would sort a Feature name alphabetically.

• You can use the By dropdown to sort a field by another field not included in your view — so, for example, you could sort Feature name by Feature % complete.

• In the last dropdown, choose which direction you would like to sort your field.

• Click Done to save your changes, then click Save to exit the report builder.

To do this on a hierarchy report, select a column to sort. You can sort each column of the hierarchy report independently of the others. Click Customize view, then Sort data.

• Select a field to sort by in the first dropdown.

• Choose which direction you would like to sort your field in the second dropdown.

• Choose whether to Show empty fields first or last in the third dropdown.

• Use the plus + button to add more fields to the sort order. Your view will be sorted by the top field first in descending order — so, for example you could sort features alphabetically first, and then by rank.

• Click the x button to remove a row, or click Save to save your sorting preferences for that column.

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