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Olivia Grant

Request for site exclusion filter in reports

Ticketclosed

Kingdon Diagnostics: documents logo Kingdon Diagnostics: documents · Request for site exclusion filter in reports

Ryan 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.

Priority normal

What happened

What this says

Current to 11 Oct 26

Ryan 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.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

Details

Updated 9 Oct 26
Prioritynormal
Statusclosed
Categoryfeature_request
Channelweb
First response (min)74
Helpdeskmade from

Trail

  1. Ryan Heslop
    created · Ryan Heslop 28 Sep 2026 12:01
    Hi, 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
  2. Olivia Grant
    public_reply · Olivia Grant 28 Sep 2026 13:15
    Hi 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
  3. Ryan Heslop
    public_reply · Ryan Heslop 29 Sep 2026 11:55
    Yes, that's exactly right. Ideally something straightforward where we just tick or untick the trusts we want included, same as the filter panel.
  4. Olivia Grant
    public_reply · Olivia Grant 30 Sep 2026 11:08
    Good 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.
  5. Ryan Heslop
    public_reply · Ryan Heslop 30 Sep 2026 15:09
    Brilliant, thanks. I'll check those steps now.
  6. Olivia Grant
    status_change · Olivia Grant 30 Sep 2026 15:34
  7. status_change · 4 Oct 2026 23:59
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