When you are working with Reports in the system, one of the most powerful features you can use is the AND/OR filter logic. This lets you go beyond just adding individual filters, you can control exactly how multiple filters interact with each other.
For example, you can tell the report to show only customers who are in California and whose name does not include “Sam,” or show records that match either California or Texas. This level of precision helps you build reports that reflect real-world scenarios more accurately, making your data more actionable.
What Are AND/OR Filters?
AND Logic: All conditions must be true for a record to be included in the report.
Think of it like: “Show me all customers who are in California AND whose name includes Sam.”
OR Logic: At least one condition must be true.
Example: “Show me all customers who are in California OR Texas.”
Combined Logic (AND + OR): You can also mix both using parentheses to group logic.
Example: “Show customers who are in California OR Texas, AND whose name does not include ‘test’.”
Follow the steps below to add AND/OR filters to reports.
Step 1: Open your dashboard, and from the left-hand menu, click “Reports & Dashboard”. Then click on the “Reports” tab.
Step 2: Select an existing report to edit, or start a new one.
Step 3: Click “Edit”.
Step 4: Click “Filter”.
Step 5: In the report editor, click on the Filter tab at the top center of the page. This section lets you define custom filters to narrow down your report results.
You will see options like:
Offices – Select the specific office whose data you want to include.
Time Range – Choose the time window for the data, like All Time, Last 30 Days, etc.
Add Filter – This is where you build more detailed conditions. Click “Add Filter” to choose a data field (e.g., Site State, Proposal Status), an operator (e.g., equals, contains), and the value you want to filter by (e.g., California ).
This is where you will start stacking multiple filters to apply AND/OR logic in later steps.
Step 6: Click on the drop-down to choose an Operator.
Step 7: Enter the value(s) you would like to assign to the filter and click "Apply".
Step 8: As you add in fields, you will see logic built above the fields. To edit this logic, click on the little pencil icon.
Step 10: Once you open the filter logic, you can change the structure to keep all of them as AND filters or add in OR filters.
Step 11: Once you outline your correct logic, click "Apply".
REMINDER: Make sure to add the correct number of parentheses or the logic will not save.
Here Are Some Customer Module Examples: Using AND/OR Filter Logic
Example 1: Using AND Logic
Goal: Show only customers who are located in California and whose name does not contain the word "test".
Steps:
1. Click Add Filter, choose the column Customer State.
2. Set the operator to Contains and enter the value California. Click “Apply”.
3. Add another filter by selecting the Name field.
4. Choose the operator Does Not Contain and enter the value test. Click Apply.
5. Click the pencil icon to edit the filter logic and set it to: 1 AND 2.
6. Click “Save and Run” to view the filtered report.
Result: The report will show only those customers who are in California and whose names do not contain the word "test".
Example 2: Using OR Logic
Goal: Show customers who are in either California or Texas.
Steps:
1. Add a filter for State, set the operator to Contains, and enter California OR Texas.
2. Edit the logic and set it to: 1 OR 2.
Result: The report will display all customers who are located in either California or Texas.
Example 3: Combining AND and OR Logic
Goal: Show customers who live in California or Texas, and whose name does not contain the word "test".
Steps:
Add Filter 1: State – Contains – California
Add Filter 2: State – Contains – Texas
Add Filter 3: Name – Does Not Contain – test
4. Edit the logic and enter: (1 OR 2) AND 3
Result: The report will include all customers in either California or Texas, but only if their name does not contain the word "test".