Adding conditions to your report

Conditions on your report will filter out any records which do not match your criteria.
You add an unlimited number of conditions to a report and they can be removed any time.

It might be easier to generate a report with all fields to see what conditions you can add first.

Condition formats

  • Numbers – e.g. total hours for leave
  • Strings – e.g a employee first name
  • Dates – e.g. all leave requests for September
  • Boolean – e.g. if the invoice has been sent or not

Condition matching types

Numbers

  • Greater than – if “5” then 6, 7, 8, 9 will be returned
  • Greater than or equal to – if “5” then, 5, 6, 7, 8, 9 will be returned
  • Less than – if “5” then 4, 3, 2, 1, 0 will be returned
  • Less than or equal to – if “5” then 5, 4, 3, 2, 1, 0 will be returned
  • Equals – if “5” then only “5” will be returned
  • Not equal to –if “5” then 0, 1, 2, 3, 4, 6, 7, 8, 9 will be returned
  • Is blank – only records that contain nothing will be returned
  • Is present – only records that have a value will be returned, the opposite of “is blank”

Strings

  • Contains – contain the text entered anywhere in the field, e.g. “sick” will be matched in “one sick day”
  • Doesn’t contain – the opposite of contains, e.g. “one” will not return a record with “one sick day” but all others will be
  • Equals – an exact match, typing in “one sick day” will return only a record with “one stick day” in that field, if it has any other words it won’t be returned
  • Not equal to – the same as above but cannot match that condition, e.g. “Darren” will return results for “Jeremie” but not “Darren”
  • Starts with – the string starts with, typing in “one” will match “one sick day” but won’t match “only one sick day”
  • Ends with – the string ends with, typing in “day” will match “one sick day” but won’t match “one sick week”

Dates

  • After
  • From
  • Before
  • Until
  • Equals
  • Not equal to

Boolean

  • True – if the field is true or “1”
  • False – if the field is false or “0”