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. |
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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. |
|
In |
“In” allows a user to include specific multiples from a list. To use this, click the plus sign “+” after each selection. Example: “Client ID In Jones + Smith + Jackson” This will narrow your report down to items from projects: Jones, Smith, and Jackson, and exclude all others. |
|
Not In |
“Not In" is the opposite of 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 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. |