Filter Operators

 

Operators allow you to compare data values against specified criteria and select only records that meet the criteria. These are used when filtering reports. 

Operator	Explanation	Example	Example Criteria	Example Output
Is	Selects records where there is an EXACT match to the specified criteria. Case sensitive when filtering words.	Provide all jobs where the customer name is exactly Allan Simon.	Allan Simon	Will not include Allen Simon Allan  Simon ALLAN SIMON ALLAN
Is not	Selects records where there is NOT AN EXACT match to the specified criteria. Case sensitive when filtering words.	Provide all jobs where the customer name is NOT exactly Allan Simon.	Allan Simon	Will include Allen Simon Allan  Simon ALLAN SIMON ALLAN
Is in	Selects records where there is an EXACT match to the specified criteria when needed to compare against multiple values. Case sensitive. Use the following format: ["criteria1", "criteria2"]	Provide all jobs where the customer name is exactly Allan Simon OR Carli Nixon.	["Allan Simon", "Carli Nixon"]	Will include Allan Simon Carli Nixon
Is not in	Selects records where there is NOT AN EXACT match to the specified criteria when needed to compare against multiple values. Case sensitive. Use the following format: ["criteria1", "criteria2"]	Provide all jobs where the customer name is NOT exactly Allan Simon OR Carli Nixon.	["Allan Simon", "Carli Nixon"]	Will NOT include Allen Simon Allan  Simon ALLAN SIMON ALLAN Carli Nixon CARLI NIXON Brendon Nixon
Contains	Selects records where there is a partial match to the specified criteria. Case insensitive.	Provide all jobs where the customer name has nix in it.	nix	Will include Nixon CARLI NIXON Carli Nixon Brendon Nixon Nixus
Does not contain	Selects records where there is a partial match to the specified criteria. Case insensitive.	Provide all jobs where the customer name does not have has nix in it.	nix	Will include: Allen Simon Allan  Simon ALLAN SIMON ALLAN
Is empty	Selects records where there is no data.	Provide all jobs where the customer name is empty	–	Any jobs where the customer name is blank
Is not empty	Selects records where there is a data populated.	Provide all jobs where the customer name is not empty	–	Any jobs where the customer name is populated
Is between	It can only be used for dates. Selects records if a value falls within a specified range.	Provide all jobs with a completed date between Jan 1 2023 and Dec 31, 2023	-	Any jobs with a completed date between Jan 1 and Dec 31 of 2023
Is before	It can only be used for dates. Selects records if a value occurs earlier than the specified value.	Provide all jobs with a completed date before Jan 1, 2024	-	Jobs completed on Jan 1 2024, or forward will NOT be included
Is on or before	It can only be used for dates. Selects records if a value occurs on or before the specified value.	Provide all jobs with a completed date ON OR before Jan 1, 2024	-	Jobs completed on Jan 2 2024, or forward will NOT be included. Jan 1 2024 is included
Is after	It can only be used for dates. Determines if a value occurs later than a specified point in time or sequence.	Provide all jobs with a completed date after Jan 1, 2024	-	Jobs completed on Jan 2, 2024, or forward will be included. Jan 1 2024 is NOT included
Is on or after	It can only be used for dates. Verifies if a value occurs on or after a specific point in time or sequence.	Provide all jobs with a completed date ON OR after Jan 1, 2024	-	Jobs completed on Jan 2, 2024, or forward will be included. Jan 1 2024 is NOT included
Previous	Can only be used for dates. Selects records if a value occurred in the selected range.	Provide all jobs with a completed date in the previous 1 week	1 weeks	Jobs completed in the last 7 days not inclusive of today's date
Next	Can only be used for dates. Selects records if a value occurred in the selected range. BEST FOR FORECASTING.	Not recommended to use this operator at this time. No data where it makes sense to use	-	-
Is today	Can only be used for dates. Select records if a value corresponds to the current date.	Provide all jobs with a completed date is TODAY	-	-
=	Represents equal to. It can only be used for numerical data. Selects records where there is an EXACT match to the specified criteria.	Provide all equipment where age is 15 years	15	Results include only equipment where age is 15 exactly
≠	Represents not equal to. It can only be used for numerical data. Selects records where there is NOT AN EXACT match to the specified criteria.	Provide all equipment where age is NOT 15 years	15	Results include equipment where age is 13, 14, 16, 17, 18, etc.
>	Represents greater than. It can only be used for numerical data. Selects records where the value is greater than the one specified.	Provide all equipment where age is greater than 15 years	15	Results include equipment where age is 16, 17, 18, etc.
<	Represents less than. It can only be used for numerical data. Selects records where the value is less than the one specified.	Provide all equipment where age is less than 15 years	15	Results include equipment where age is 1,2, 3…13, 14
≤	Represents less than OR equal to. It can only be used for numerical data. Selects records where the value is AT LEAST the one specified.	Provide all equipment where age is greater than OR exactly 15 years	15	Results include equipment where age is 15, 16, 17, 18, etc.
≥	Represents greater than OR equal to. It can only be used for numerical data. Selects records where the value is AT MOST the one specified.	Provide all equipment where age is less than OR exactly 15 years	15	Results include equipment where age is 1,2, 3…13, 14, 15