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Report Filter Operators

All the options when filtering reports and customizing reports.

Studio Designer reports offer many different operator types, each has a different purpose.

The operator on each filter line is like the verb in a sentence. Operators help the reports know how to filter. You can use this list of filter operators when selecting filters in reports or custom forms.

Operator Defintion

Is

“Is” mean equals. Using this include only exact matches.

Example: “Client ID Is Jones” This will narrow your report down to only lines where the Client ID on an item is for project Jones.

Is not

This is the opposite of “Is”, and includes all lines except for what is filtered. 

Example: “Client ID Is Not Jones” This will display lines from all clients, but will exclude items for project Jones.

Is In

“Is In” allows a user to include specific multiples from a list. To use this, click the plus sign “+” after each selection.

Example: “Client ID Is In Jones + Smith + Jackson” This will narrow your report down to items from projects: Jones, Smith, and Jackson, and exclude all others.

Is Not In

“Is Not In" is the opposite of Is In, and allows a user to exclude specific multiples from a list. To use this, click the plus sign “+” after each specific selection.

Example: “Client ID Is Not In Jones + Smith + Jackson” This will display all items and will exclude all items from projects: Jones, Smith, and Jackson.

Contains

“Contains” is used when you want to search for a partial description.

Example: “Item Description contains regency” This will narrow your report down to only items where the Item Description contains the work “regency”, no matter which Client ID or type of item. 

After

"After" is used for filtering for a range. Often used in conjunction with "Before". Note: be sure to use "After" above "Before".

Example: "Invoice # after 300155" This will display all invoice after 300155, but will not include 300155

Before

"Before" is used for filtering for a range. Often used in conjunction with "After". Note: be sure to use "After" above "Before".

Example: "Invoice # before 300174" This will display all invoice before 300174, but will not include 300174

From

"From" is used for filtering for a range. Often used in conjunction with "To". Note: be sure to use "From" above "To"

Example: "Invoice date from 01/01/2020" This will display all invoice after January 1, 2020

To

Example: "Invoice date to 03/31/2020" this will display all invoices up to March 31, 2020.