What happened
What this says
Current to 11 Oct 26Ryan Heslop requested a filter to exclude trust sites from reports to avoid manual removal afterwards. Olivia Grant confirmed the feature already exists in the advanced report builder options.
Problem: Customer asked for site exclusion during report generation. Handling: Support clarified the requirement and found the feature already exists in advanced options, resolving the issue immediately. Watch: Low urgency issue; customer may benefit from training on feature discovery to avoid similar questions.
Details
Updated 9 Oct 26Prioritynormal
Statusclosed
Categoryfeature_request
Channelweb
First response (min)74
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Trail
- created · Ryan Heslop 28 Sep 2026 12:01Hi, Would it be possible to add a filter option in the reports module that lets us exclude specific trust sites from the data? Currently we have to manually remove sites after we run a report, which is quite tedious. If we could just deselect the ones we don't want at the report-generation step, that would save us a lot of time. Thanks, Ryan
- public_reply · Olivia Grant 28 Sep 2026 13:15Hi Ryan, Thanks for the suggestion. Just to check I understand: you want the ability to deselect specific trusts when you're building the report itself, rather than editing the results afterwards? That's a good use case and I can see how it would speed things up. Let me flag this with the product team and get back to you. Cheers, Olivia
- public_reply · Ryan Heslop 29 Sep 2026 11:55Yes, that's exactly right. Ideally something straightforward where we just tick or untick the trusts we want included, same as the filter panel.
- public_reply · Olivia Grant 30 Sep 2026 11:08Good news, this is actually already possible via the advanced options in the report builder. You can set exclusions there. I'll send you a step-by-step and we can walk through it together if that helps.
- status_change · 4 Oct 2026 23:59
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