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, but the type of filter you can apply will vary depending on the type of data you are trying to filter.
Example: If you only want to display results with completed orders, you can set a filter to OrderStatus = Completed Order.
|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?, Gift Message?, Is 21?, etc.)
|Equals (=)||Equal to||On the date or exactly equal to the given status/amount|
|Greater Than (>)||Greater than||After the date or exceeding the given amount|
|Less Than (<)||Less than||Before the date or less than the given amount|
|Greater Than or Equal To (>=)||Greater than or equal to||
Can start on that date and continue after.
Can equal or exceed the given amount.
|Less Than or Equal To (<=)||Less than or equal to||
Can end on that date, but include the dates before.
Can equal to or less than the given amount
|IN||TRUE if the operand is equal to one of a list of expressions.||
Includes all of the expressions listed. All expressions should be separated by a comma without any spaces.
|LIKE||TRUE if the operand matches a pattern.|
Reverses the value of Boolean operators (IN or LIKE)
Excludes all of the expressions listed. All expressions should be separated by a comma without any spaces.
Matching Filters to Different Kinds of Data
As mentioned above, the filters available will vary based on type of data. Below is a brief summary of the kinds of data available in eWinery.
This type of data will be product prices, taxes, shipping costs, subtotal or total info, as well as any dates included in the database.
Operators: Equals, Greater Than/Less Than and any variations.
Filter: Will always be a number or date.
Yes/No or True/False Data:
This is any data where the label of the data ends in a question mark, such as ‘IsWill Call?’, and the data collected is either a positive (yes/true) or negative (no/false).
Operators: Equals or Not Equal To.
Filter: Will be either Yes / No - OR – True / False
All remaining data is considered ‘text data’ and can be alphanumeric. These are going to be things like Name, Address, Club Level, Member Type, Product Name, Product SKU, etc.
Operators: Equals, Not Equal To, IN, LIKE or NOT.
Filters: These are always going to be text and must be typed in to match EXACTLY what you are looking for with your filter.