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Filters
Filters determine which records are included in your report. You can add multiple filter conditions and combine them with AND/OR logic.
Adding a Filter
- In the Build tab, find the Filters section
- Click Add Condition
- Select a field to filter on
- Choose an operator (equals, contains, etc.)
- Enter or select a value
Filter Operators
Different field types support different operators:
Text Fields
| Operator | Description |
|---|---|
| equals | Exact match |
| does not equal | Excludes exact match |
| contains | Partial match anywhere in text |
| does not contain | Excludes partial matches |
| starts with | Matches beginning of text |
| ends with | Matches end of text |
| is empty | Field has no value |
| is not empty | Field has a value |
Number Fields
| Operator | Description |
|---|---|
| equals | Exact number match |
| does not equal | Not this number |
| greater than | Numbers above value |
| greater than or equal | Numbers at or above value |
| less than | Numbers below value |
| less than or equal | Numbers at or below value |
| between | Numbers in a range |
| is empty | No value recorded |
Date Fields
| Operator | Description |
|---|---|
| equals | Exact date |
| before | Dates before value |
| after | Dates after value |
| between | Date range |
| is empty | No date set |
Boolean Fields
| Operator | Description |
|---|---|
| is true | Yes/checked values |
| is false | No/unchecked values |
Smart Value Inputs
The Query Builder automatically provides the appropriate input type for each field:
Dropdown Fields
Fields like Status, Campaign, or Country show a dropdown with available options. Just select from the list.
Date Fields
Date fields offer both:
- Specific dates - Pick an exact date
- Relative dates - "Last 30 days", "This year", etc.
Related Data
When filtering on related data (like Campaign for a Donation), you'll see a searchable dropdown of available records.
Relative Date Options
Relative dates are powerful because they update automatically when you run the report:
| Option | Description |
|---|---|
| Today | Current day |
| Yesterday | Previous day |
| Last 7 days | Past week |
| Last 30 days | Past month |
| Last 90 days | Past quarter |
| Last 365 days | Past year |
| This week | Current week (Sun-Sat) |
| This month | Current calendar month |
| This quarter | Current quarter |
| This year | Current calendar year |
| Last week | Previous full week |
| Last month | Previous full month |
| Last quarter | Previous full quarter |
| Last year | Previous full year |
Combining Filters
AND Logic
By default, all conditions must be true (AND):
- Status = "paid" AND Amount > 100
Both conditions must match for a record to be included.
OR Logic
Click Add Group to create an OR group:
- (Status = "paid") OR (Status = "pending")
Records matching either condition are included.
Complex Combinations
You can nest groups for complex logic:
- (Campaign = "Annual Fund" AND Amount >= 100) OR (Campaign = "Gala" AND Amount >= 500)
Filter Examples
High-Value Donors
Donations → Amount >= 1000
AND Contact → Is Donor = trueRecent Lapsed Donors
Contact → Last Donation Date before "Last 365 days"
AND Contact → Total Donations > 0Campaign Performance
Donations → Campaign equals "Spring Campaign"
AND Donations → Status equals "paid"
AND Donations → Date in "This year"Active Recurring
Recurring Profiles → Status equals "active"
AND Recurring Profiles → Amount >= 25Tips
- Start simple - Add one filter at a time and preview results
- Use relative dates - They keep reports current without editing
- Filter on primary source first - It's more efficient
- Preview often - Check your filters produce expected results
- Watch for empty values - Use "is not empty" to exclude incomplete records