Filter a report—CRW

Wizard Step 7. Filter your report

To achieve the desired results for a report, you might want to apply filters that focus on a specific area of analysis. Filters impact the information displayed in a report by limiting the data shown to the desired criteria.

Filter basics

Filters are not limited to the information displayed in your report. You can select filter set columns that are not included in the display set. For example, you can choose GL Account even though GL Account is not a column that's displayed.

Filtering by date is automatic and does not need to be set.

The first group of filters you can set includes columns from your primary data source. Other information related to the primary data source can be used as filters, or listed under the first group of filters as expandable objects.

All filter conditions are combined with AND logic by default. However, you can apply any combination of OR and AND logic.

The following operators are available for filtering.

Filter operators
Operator Description

Equals

Displays all records in which the data in the chosen Column matches the text or number entered in the Value field.

Is less than

Displays all records in which the column value is less than the value in the Value field.

Is greater than

Displays all records in which the column value is greater than the value in the Value field.

Is less than or equal to

Displays all records in which the column value is less than or equal to the value in the Value field.

Is greater than or equal to

Displays all records in which the column value is greater than or equal to the value in the Value field.

Does not equal

Displays all records in which the column data does not match the text or number in the Value field.

Contains

Displays all records in which a character or group of characters in the Column matches the character or group of characters in the Value field.

Characters must match in the same order.

For example, if you entered ox, the Value field might return records for Oxygen, Inc., Boxing Agency, and Clorox.

Does not contain

Displays all records in which no character or group of characters in the Column matches the character or group of characters in the Value field.

For example, a value of USA might be used to match records with contacts in countries other than the United States.

Starts with

Displays records in which the first character or group of characters in the Column matches the character or group of characters in the Value field.

Characters must match in the same order.

For example, you might have an item ID scheme that used initial letters to identify product type. You can set the column to ItemID and the Value field to these letters and show all records for that product type.

Ends with

Displays records in which the last character or group of characters in the Column matches the character or group of characters in the Value field.

Characters must match in the same order.

For example, you might tag the end of the item ID for custom order items with the letters “CO". You can set the column to ItemID and set the value to CO to display the records for custom order items.

Includes

Displays all records that match items in a comma-delimited list in the Value field.

Excludes

Displays all records that do not match items in a comma-delimited list in the Value field.

Is empty

Displays all records that have a null, or empty, field.

Is not empty

Displays all records that do not have a null, or empty field.

For information on terms that may differ in your location, see Terminology across locales.

Select a filter

Subscription Customization Services or Platform Services
Regional availability

All regions
User type Business or Admin
Permissions Custom reports: List, View, Edit, Add, Delete

Initially, select primary filters that you want to use in your report.

  1. Open the object that has the column or field you want to filter.
  2. Select the column in the object that you want to filter from the dropdown menu.
  3. Choose an operator from the dropdown menu.
    See Filter basics for a list of operator definitions.
  4. Add a value to the value field.
    The value can be a number or text string of text depending on the operator. For the Includes or Excludes options, use a comma-delimited list of numbers or text strings.
  5. Select Next and continue to Wizard Step 8. Enable grouping.

Wizard steps reference

The steps for creating a CRW report can vary depending on the selections that you make in the Wizard.

The typical steps for creating a report with the Wizard are as follows:

  1. Select a primary data source.
  2. Add columns to the report.
  3. Add calculated columns.
  4. Specify the column order.
  5. Add column totals.
  6. Sort columns.
  7. Filter the report.
  8. Enable grouping.
  9. Group columns.
  10. Set report period and title.
  11. Define chart output.
  12. Include runtime prompts.
  13. Save and add the report to a menu or dashboard.

Do more with filters

Advanced filters depend on the selections that you made in the Filter report step of the Wizard. The filters that you add in this step are available to be combined using advanced filters.

  1. Review the filters that you added in the Filter report step.
    • Filters positions are numbered.
    • You use the numbers to create your advanced filter statement.
  2. In the Filter expression field, combine filter position numbers using logical operators (AND or OR) and parenthesis for ordering.

    For example, you might enter:

    Copy
    (1 AND 2 AND 4) OR 3

Select Add filter at the bottom of the filter field area.

Removing unused filters is not necessary. However, it might be helpful to remove unused filters to allow for more space to view filters in other objects.

  • Select Delete last filter at the bottom of the filter field area.
  1. Select the Show filters in report output checkbox to display the filters when your run the report.
  2. Deselect the checkbox to hide filters during output.
If you add prompts, they are not displayed with filters at run-time.

You might want to eliminate records with blank summary fields, especially when creating report charts. For example, you might run a report on invoices by state or territory. You can then eliminate all invoices that do not have a value for a state or territory. Filters allow you to focus a report on the most relevant information.

  1. Select the column that you want to filter by from the dropdown menu.
  2. Set the Operator to Is not empty.