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Last Updated: 10/06/16

Report Filter Tab

Field Chooser Reports - Report Filter Tab

The report filter tab is comprised of 4 main parts:

Boolean Search

This is the red text at the upper left hand corner of the filter window. By default this is set to AND, however you can switch it to OR.

For example:
Members AND Baptized - Will return only members who have been baptized.

Members OR Baptized - Will return all members regardless of baptism and all people who have been baptized, regardless of membership.

 

Field

Your options here are based off of the Fields that you've chosen in the Field Chooser tab of your Field Chooser Report. This is the type of value that you would like to filter based off of. For example if you were trying to find everyone from Pennsylvania your Field would be State.

 

Operator

This is what type of filtering you would like to do.

  • Equals / Does not Equal: Is exactly the value entered, no more or less. Use this if you are selecting an option from the drop down and you know it needs to be exact, For example: Status Equals Regular Attender
  • Is greater than / Is less then: This can be used for numerical operations. For example dates, donation amounts, etc. For example Date Is greater than 01/01/00 would not include 01/01/00.
  • Is greater than or equal to / Is less than or equal to: The same operator as Is greater than but is also inclusive of start or end values respectively.
  • Is Between / Is not between: An operator than combines both Greater than or equal to and less than or equal to returning a window of values that includes its start and end values.
  • Contains / Does not contain: Use this search to find a partial value within a larger cell/result of data. For example in an FCR3101.0 People List report there can be multiple values under the field of "Class" if someone attended more than one class. To find people who have attended the membership class use Contains rather than Equals as Equals will only return people who have only taken the membership class and nothing else.
  • Begins with / Ends with: This searches based on the very first character of a text value. For example finding everyone who's last name starts with G.
  • Is like / Is not like: Is similar to "Contains", however mostly deprecated. Generally speaking not best to use.
  • Is null / Is not null
  • Is any of / is none of: Use this to select multiple options, for example Status Is any of Member, Regular Attender, Visitor.
  • Is blank / Is not blank: Use this for optional text fields that get things typed into them, for example middle names. However if you are using an Event Attendance report and looking for people without attendance Is blank will not return their result. Use Is not blank and a blanket search for if they have anything at all entered in.

 

Value

 This is the value that you would like to receive results for. For example Zip code equals 17022 will return the results of people who have a zip code listed of exactly 17022 where 17022 is the zip code of people you wish to find.

 

Groups

Grouped filtering lets you build two options of filters.

For example:

1 is your base operator, 2 is the operator for the first group, 3 is the operator for the second group.

(Zip code is 17022 and the city is Elizabethtown)
OR
(Zip code is 17522 and the city is Ephrata)

Elizabethtown, 17022 would be included. Ephrata, 17522 would be included.
Ephrata, 17523 would not be included.

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