When you are working with Reports in the system, one of the most powerful features you can use is theAND/ORfilter 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.

Open your dashboard, and from the left-hand menu, click“Reports & Dashboard”. Then click on the“Reports” tab.

Select an existing report to edit, or start a new one.

Click “Edit”.

Click “Filter”.

In the report editor, click on theFiltertab 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, likeAll 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.

Click on the drop-down to choose anOperator.

Enter the value(s) you would like to assign to the filter and click "Apply".

As you add in fields, you will see logic built above the fields. To edit this logic, click on the little pencil icon.

Once you open the filter logic, you can change the structure to keep all of them asAND filtersor add inOR filters.

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 LogicExample 1:Using AND LogicGoal:Show only customers who are located in California and whose name does not contain the word " test".Steps:1. ClickAdd Filter, choose the columnCustomer State.2. Set the operator toContainsand enter the valueCalifornia. Click “Apply”.3. Add another filter by selecting theNamefield.4. Choose the operatorDoes Not Containand enter the valuetest. ClickApply.5. Click thepencil iconto 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 LogicGoal:Show customers who are in either California or Texas. Steps:1. Add a filter forState, set the operator toContains, and enterCalifornia OR Texas.2. Edit the logic and set it to:1OR2.Result:The report will display all customers who are located in eitherCaliforniaorTexas. Example 3: Combining AND and OR LogicGoal:Show customers who live in California or Texas, and whose name does not contain the word " test".Steps:Add Filter 1:State – Contains – CaliforniaAdd Filter 2:State – Contains – TexasAdd Filter 3:Name – Does Not Contain – test4. Edit the logic and enter:(1 OR 2) AND 3Result:The report will include all customers in eitherCaliforniaorTexas, but only if their name does not contain the word " test".

💡 A solar contractor uses the use and/or filters to build smarter reports feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.