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- The AND operator displays a record if All of your filter criteria are met.
- The OR operator displays a record if any of the conditions are met.
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Operator Description Is Equal Use this operator to look for results that are exactly equal what you input into the text box. For example, if running the drop report searching for members who have dropped because membership was too expensive, you would select Is Equal and type Too Expensive in the text box. Is Not Equal Use this operator to exclude from your report results what you have input into the text box. For example, if running the drop report, and you would like to see all of the members who dropped, except those who dropped because membership was too expensive, you would select Is Not Equal and type Too Expensive in the text box. Starts With Use this operator to look for results where the beginning of the field begins with the letters that you have input into the text box. Contains Use this operator to include in your results, fields that match a letter, word or phrase that you enter. Not Contains Use this operator to exclude from your results, fields that match a letter, word or phrase that you enter. Ends With Use this operator to include in your results fields that end with the characters that you enter. Is Empty Use this operator to include in your results, fields that are NOT populated. For Example: When if you wish to run a report to identify primary contacts that do not have an email address, you can generate the Contact's Report, and set filtering, as shown below.
Is Not Empty Use this operator to include in your results, fields that are populated. Before Generally used for dates, this option would be used when looking for dates that are "before" a certain date. For example, you could use this when looking for Membership Start Dates that are earlier than a certain date. If I wish to find all memberships started prior to 1/1/2018, using the Membership Report, my filter option would display as shown below.
After Generally used for dates, this option would be used when looking for dates that are "after" a certain date. For example, you could use this when looking for Membership Start Dates that are later than a certain date. If I wish to find all memberships started after 12/31/2017, using the Membership Report, the filter would be as shown below:
Between Generally used for dates, this option would be used when looking for dates that are "between" two dates. For Example:If I wish to find all memberships started after 12/31/2017 and before 1/1/2019, using the Membership Report, the filter would be as shown below:
Greater Than Generally used for numeric or monetary values, this option would be used when you wish to find results that are more than (but not equal to) the value you specify. For Example: If you wish to find all contacts who owe you more than $500.00, using the Accounts Receivable Detail Report, the filter would be as shown below.
Greater Than or Equal Generally used for numeric or monetary values, this option would be used when you wish to find results that are more than or equal to the value you specify. Less Than Generally used for numeric or monetary values, this option would be used when you wish to find results that are less than (but not equal to) the value you specify. For Example: If you wish to find all contacts where accounts receivable aging is less than 30 days, using the Accounts Receivable Detail Report, the filter would be as shown below.
Less Than or Equal Generally used for numeric or monetary values, this option would be used when you wish to find results that are less than or equal to the value you specify. Is In Allows the input of a range of comma-separated values to find results within the range. This replaces multiple rows of additional criteria on a report (e.g., filtering to a set of zip codes).
Is Not In Allows the input of a range of comma-separated values to find results outside the range. This replaces multiple rows of additional criteria on a report (e.g., filtering to a set of zip codes).
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You can include multiple search/filter criteria using the And or Or function.
- The AND operator displays a record if All of your filter criteria are met.
- The OR operator displays a record if any of the conditions are met.
For Example: Using the Contacts Report, I wish to find primary contacts where both the default email address AND the default phone are not populated in the database. My filtering criteria would be as shown below.
