Operators
When filtering data, select an operator and enter criteria to determine which data to display. Operators work as follows:
Equal to (=): Include the data equal to the value in Criteria 1. For example, if "Status" is the Selected Filter and "A (Active)" is the Criteria 1, then include all data with a Status of Active in the report.
Not Equal to (< >): Include the data not equal to the value in Criteria 1.
Greater Than (>): Include the data that is greater than the value in Criteria 1.
Less Than (<): Include the data that is less than the value in Criteria 1.
Between: Include the data that is between Criteria 1 and Criteria 2. To display a range of dates, or numeric or currency fields, use the Between and Not Between operators.
Not Between: Include the data that is not between Criteria 1 and Criteria 2.
Like: Include the data that matches the value in Criteria 1. For instance, there are ten Vendors with the word Office as part of their Vendor ID (Office Max, Office Depot, Office Machines, and so on). You want to send them your change of address card, so you run a report that includes their addresses. Select Vendor ID as the Selected Filter, Like as the Operator, and enter "%office%" in Criteria 1. You cannot use this operator with currency, date, or numeric fields.
Not Like: Include the data that does not match the value in Criteria 1. For instance, you want to run a report that excludes all Vendors with the word Office at the beginning of their Vendor ID. You would need to select Vendor ID as the Selected Filter, Not Like as the Operator, and enter "Office%" in Criteria 1. You cannot use this operator with currency, date, or numeric fields.
In: Include the data that is equal to the values in Criteria 1. This allows you to include a non-sequential series of values in filter criteria. For example, type 123, 498, 301 in Criteria 1. (Do not use the drop-down list and make sure you type commas between the series.) The system then includes only those three values in your data.
Not In: Exclude the data that is equal to the values in Criteria 1. This allows you to exclude a non-sequential series of values in filter criteria. For example, type 391, 111, 210 in Criteria 1. (Do not use the drop-down list and make sure you type commas between the series.) The system then excludes those three values in your data—the report will display everything except those values.
Advanced Security Users
If account level security is activated by the Administrator for the organization (Security>Set Up Account Level Segments) and enabled for the user (Security>Set Up Account Level Security), the Criteria 1 and 2 drop-down lists only display account information the user is allowed to see. Note that if a user does not have Account Level Security enabled, the user will see all account codes.