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How to Use Advanced Criteria on Reporting Dashboard

Learn how to use Advanced Criteria in Reporting 360 to combine multiple conditions and groups using AND/OR logic for precise report filtering.

Step 1: Navigate to Reporting 360

  1. Go to the Reporting 360 module from the main navigation.

  2. Open the dashboard.



Step 2: Open Advanced Criteria

  1. Click on Add Group 

  2. You can now add conditions.

You can have two conditions per group but as many groups as you want!

 

Step 3: Build Your Conditions

Example Scenario

Goal: View events that meet the following logic:

  • Country is US OR Australia, AND

  • Event Type is Conference

 

How to Set This Up

  1. Group 1 – Country Conditions

    • Select the field Event Country.

    • Set Condition 1: Event Country = US.

    • Click Add Condition.

    • Set Condition 2: Event Country = Australia.

    • Change the AND/OR toggle between them to OR.



  2. Group 2 – Event Type Condition

    • Click Add Group.

    • Set Condition: Event Type = Conference.

    • Ensure the toggle between Group 1 and Group 2 is set to AND.

Your logic now reads:
(Event Country = US OR Event Country = Australia) AND (Event Type = Conference)

Step 4: Save and Run the Report

  1. After building your advanced criteria, click Apply Filters.

  2. The data will reflect the exact logic you configured.