Configure report criteria

Filter which records appear in a report using rules and AND/OR groups.

Configure report criteria

Introduction

Criteria decide which records appear in your report. Without criteria, the report includes everything for the chosen entity.

Detailed explanation

Criteria use rules. Each rule has three parts:

1. A column to filter on.
2. An operator to compare with, such as equals, contains, or is between.
3. A value to compare against.

The value field depends on the selected column and operator. Dates show a date picker. Currency shows an amount field. Linked fields show a search box.

Combine rules with AND or OR. AND requires every rule to match. OR requires any rule to match. You can group rules for more complex logic.

Step-by-step guide

1

Open the criteria editor

In the report editor, open the criteria or query builder.

2

Add a rule

Add a rule and choose the column to filter on.

3

Choose the operator

Choose how to compare, such as equals, contains, or is between.

4

Enter the value

Enter the value. The input matches the column type.

5

Combine rules

Add rules and set AND or OR to control how they work together.

6

Preview and save

Preview the result, then save the report.

FAQ

I can't change anything in the criteria panel.

Make sure you are editing the report, not viewing a read-only snapshot. Select a column first. The operator and value fields activate after you select a valid column.

I can't choose a value when I add a second filter criterion.

Select the column for the new rule first. The value field appears after you select a column and operator. Operators such as is empty take no value.

What's the difference between AND and OR?

AND means every rule must match. OR means any rule can match.

References

• Create a report
• Choose and arrange report columns