Adding Filters When Creating a User-Defined Report

Overview

Standard filters are a shorthand way of adding commonly used filters. Standard filters are available for certain report data types as check boxes that you select without having to define the conditions for the filter. The standard filters that are available depend on the data types included in the report.

For example, if you select customer data for a report the standard filter 'My Customers'  is available. By selecting this filter you can generate the report so that it includes data for only the customers who are assigned to you without having to define the filter yourself.

Advanced filters

You can define advanced filters for selecting data for reports that you define. Advanced filters are conditions used to select report data that include:

• Criteria used to select the data. You can select any field from the data types used in the report as criteria for the conditions.

• An operator that describes the comparison to be made.

• A value used for the condition comparison.

• Brackets to nest conditions when joining conditions with Or.

Notes:

• If you select the 'includes' or 'excludes' operators, you can enter multiple values separated by commas.

• If you select the 'is empty' or 'is not empty' operators you do not need to enter a value.

Brackets for nesting conditions

When adding two conditions for an advanced filter, you can join the conditions by And  if the data must satisfy both conditions to be included or Or if  the data must satisfy only one of the conditions. When adding multiple conditions joined by Or, you can select brackets to nest conditions so that the condition is evaluated properly.

Operators

The following operators are available when defining reports:
 

* Use the Contains operator when the value you enter is a partial match. For example, if you enter Cortera as the value with the Contains operator, the condition will match Cortera and Cortera, Inc.

** Use the Includes operator when there are multiple values that you want the condition to match. You enter the values in the Value field separated by commas. For example, to include customers from several states, use the Includes operator and enter the states in the value field, such as MA, VT, NH, ME, CT

The following operators are available when the criterion for the condition is a number:
 

About adding generic values for date criterion

When defining an advanced filter for a user-defined report, you can add a condition for a date criterion that uses a generic value for the report's time frame. This enables you to generate the report without having to enter a specific date each time you generate it. To add a generic value, select the date criterion you want to use for the condition and the equals operator.

Related topics

• Adding Filters to User-Defined Reports