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Report Builder: Report Filters

What Are Report Filters?

Report Filters are used in the Report Builder to restrict report results so you only get the specific information you want (like date ranges or statuses). Filters can be applied to any field that you have included in your report (added back in stage 2), but the type of filter you can apply will vary depending on the type of data you are trying to filter.

Think of filters as questions you are asking the report to help narrow down the results. Do you only want to know about completed orders? Use a OrderDateCompleted filter. Interested in your big spenders this month? Use the TotalPurchases filter. 

Check out some real world examples that can clarify the best ways to use filters. 
 

Add a New Filter

Report_Filters_Add_New_Filter.jpg

1) Once you move to the third stage in the Report Builder, the first step is to select a filter.

What is a Filter?

A filter is the first search term you enter and allows you to generally restrict report results to the specific information you want. You are only allowed to filter the fields available in your report base.

 

Types of Filters

Numerical Data:
These type of filters will restrict report results by numerical data like product prices, taxes, shipping costs, subtotal or total information, as well as any dates included.

Report_Filters_OrderDateComp.jpg

Yes/No or True/False Data:
These type of filters will restrict report results by data that answers a question with a positive (yes/true) or negative (no/false) result. Most of these filters will end with a question mark.

Report_Filters_WillCallPicked.jpgReport_Filter_CU_Product.jpg

Text Data:
All remaining filters are considered ‘text data’ and can be alphanumeric. These are filters like Name, Address, Club Level, Member Type, Product Name, Product SKU, etc.

Report_Filter_CU_LIKE_IN.jpg

 

2) Select an operator that corresponds to your filter.

What is an Operator?

An operator in Report Builder is like an operator in a math equation. Based on your chosen filter, the operator helps narrow down the general information specified by the filter.

 

Explanations of All Operators

Operator Definition  Meaning
Equals (=) Equal to Will display results that are on the date or exactly equal to the given status/amount 
Not Equal Not equal to Will display results for everything EXCEPT the date or that are not equal to the given status/amount 
Greater Than (>) Greater than Will display results after the given date or exceed the given amount
Less Than (<) Less than Will display results before the given date or are less than the given amount
Greater Than or Equal To (>=) Greater than or equal to

Will display results that start on that date and continue after.

Will display results that equal or exceed the given amount.

Less Than or Equal To (<=) Less than or equal to

Will display results that end on that date, but include the dates before.

Will display results that equal or less than the given amount

IN TRUE if equal to one of the expressions of a list.

Will display results that include the expression on a list and allow you to include multiple answer values.

If multiple expressions are included, the result can have EITHER OR listed expressions. Results do not need to contain all expressions.

Note: All expressions should be separated by a comma without any spaces.

NOT IN Reverses the value of Boolean operator IN

Will display results that DO NOT include the expressions on a list.

Note: All expressions should be separated by a comma without any spaces.

LIKE Searches the contents of a field for anything that matches the answer values Will display results that include a term anywhere in that field.
NOT LIKE Searches the contents of a field for anything that does not match the answer values Will display results that DOES NOT include the term anywhere in that field.


3) Select an answer value that specifies the results . 

What is an Answer Value?

An answer value is the final piece of your question. While the filter narrows your results to include some general information (like the Order Status), your answer value explains exactly what kind of information the Report Builder should be looking for (like only completed orders).

 

Examples of Answer Values

If your Filter is... Your Valid Answer Values
PaymentType Credit Card, Check, Money Order, Call in Credit Card, Invoice, Other
Order Status Completed Order, Hold Order, Quarantined Order, Saved Order, Accepted Order, Pending Order, Pending Club Order, Pending Allocations Order, Cancelled Order, Incomplete Order
Order Type Store,Store - Group, Admin, Admin - Group, Allocation,Club, Voided, Reservation, POS, Mobile, Facebook, Telesales, MobilePOS, SC MarketPlace
Ship Compliant Fulfillment Status Accepted, Exception, None
Ship Compliant Shipment Status Delivered, Payment Accepted, Sent to Fulfillment, Shipped
All Fields with a "?" 
(ex. Club Member Active? Is 21?, etc.)
Yes, True, No, False


4) Click the 'Add Filter' button to include it in your report.      

 

Real World Examples

Report_Filters.jpg

Filter Operator Answer Value What does this mean?
OrderDateCompleted Greater Than or Equal To (>=) Date: 02/01/2020 The current report will filter results to only display orders that were completed on or after 02/01/2020.
Order Status Equals (=) Completed Order The current report will filter results to only display orders are in a Completed order status.
WillCallPickedUp? Equals (=) YES The current report will filter results to only display orders that were picked up via will call.


Best Practice: For most reports, it is best to include a date range in your report to avoid long processing times and massive unnecessary amounts of data. You can do create a date range by adding two filters for the date field.

 

Report_Filter_LIKE_IN.jpg

Filter Operator Answer Value What does this mean?
OrderDateCompleted Greater Than or Equal To (>=) Date: 01/01/2020 The current report will filter results to only display orders that were completed on or after 01/01/2020.
OrderType IN Club,Store The current report will filter results to display orders from either clubs OR the web store.
MemberType LIKE Purchaser

The current report will include any results that have "Purchaser" in the Member Type field.

 

Report_Filtersig_Spender.jpg

Filter Operator Answer Value What does this mean?
PurchaseDateMostRecent Greater Than or Equal To (>=) Date: 10/01/2019 The current report will filter results to only display customers with recent purchases that were completed on or after 10/01/2019.
TotalPurchases Greater Than (>) 1000 The current report will filter results to only display customers whose purchase amounts total over $1000 (US Dollars).

 

Report_Filter_Product.jpg

Filter Operator Answer Value What does this mean?
Product is Active? Equal (=) True The current report will filter results to only display products that have an active status.
Product Type LIKE First Party The current report will include any results that have "First Party" in the Product Type field.


 

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