Advanced Bill Filters (Dynamic Reports)
What this helps you do: Fine-tune dynamic bill reports by manually including or excluding specific bills without breaking your core filter logic.
Before you start
You must be creating or editing a Bill report
The report must be Dynamic
How it works
Advanced bill filters let you make intentional exceptions to your main filters.
You can:
Include specific bills that don’t meet your filters
Exclude specific bills that do meet your filters
This is useful when real-world reporting doesn’t fit perfectly into rules.
Include specific bills
Use Include bills to add one or more bills that would otherwise be excluded.
Common use cases
Adding an older bill to a “newly filed” report
Including a client-requested bill that isn’t in your group yet
Handling edge cases without rebuilding filters
Exclude specific bills
Use Exclude bills to remove bills that match your filters but shouldn’t appear.
Common use cases
Removing procedural or duplicate bills
Excluding bills no longer relevant to a client
Hiding noise without changing your broader filters
How advanced filters interact with other filters
Advanced filters are applied after all standard filters.
Order of operations:
Core bill filters
User preference filters
Date and progress filters
Advanced include/exclude overrides
Included bills always appear unless explicitly excluded.
When to use (and not use) advanced filters
Good reasons to use them
One-off client exceptions
Temporary reporting needs
Edge cases that don’t justify new groups
When to avoid them
Core, repeatable logic (use groups instead)
Large numbers of exceptions
Long-term tracking structures
Tips
Keep advanced filters minimal and intentional.
If you’re including many bills manually, consider creating or updating a group instead.
Advanced filters do not exist on Manual reports.
Common questions
Why don’t I see advanced filters?
They only appear on dynamic bill reports.
What happens if I include and exclude the same bill?
Exclude wins.
Do advanced filters affect future report runs?
Yes. They apply every time the dynamic report runs.