Pre-defined Filters

Filters define reusable conditions for subsetting data. They're like saved WHERE clauses.

Types of filters

• Mandatory defaults: Automatically applied (exclude test data, exclude deleted records)

• Optional named filters: Available for agents to apply when relevant (active_only, premium_customers, recent_90_days)

Examples

• Mandatory exclusions (exclude_test, exclude_deleted)

• Stale data detection (active_only)

• Exclude data that does not align with normal business processes (exclude_custom_agreements)

Default filters provide guardrails—agents automatically exclude nonsensical data unless explicitly told otherwise.