Home > Reporting > Filtering your reports

Filtering your reports

Filters allow you to narrow down report results to show only the specific data you’re looking for.

For example, you might want to:

  • Show only active members
  • Find members with overdue balances
  • Filter members born before the year 2000
  • View memberships within a certain category

 

Add Filters to a Report

Start by selecting your report and clicking Edit. This will display all fields currently included in the report.

 

To add a filter:

  • Locate the field heading under Edit Report you want to filter by
  • Use the dropdown Filter menu beside the field
  • Select a filter operator
  • Enter the value you want the field compared against

Some fields require values to be entered in a specific format.
Before adding filters, it can help to first run the report and review the values already appearing in that field. This makes it easier to enter the correct filter value and avoid unexpected results.

 

 

Once your filters are configured:

  • Click Save
  • Refresh the Standard Reports list if needed

Your customised report will then be available for future use.

 


 

Tip - Before a report we recommend clicking Create Duplicate first.
This keeps your original report untouched and gives you a safe version to customise for specific tasks or staff.

 


 

Filter Operators

Filter operators tell GymMaster how to compare the field value against the value you enter.
Available operators depend on the field type, such as:

  • Text
  • Numbers
  • Dates
  • Yes / No fields

For example, date fields and text fields support different comparison options.

All field types include these common operators:

  • IS EMPTY — the field contains no value
  • IS NOT EMPTY — the field contains a value

These are especially useful for identifying incomplete or missing information.
Example: The Membership End Date field will usually be empty for ongoing memberships with no fixed end date.

 

 

Data Type      Description                                     Common OperatorsReal-world Example                                                                  
integer                             These are numbers                                           
  • EQUAL                                                 
  • GREATER THAN
  • LESS THAN
How would you get members that are older than 18?                            
Column: Age
Filter: GREATER THAN
Filter By:18
textThese are words and sentences
  • CONTAINS
  • NOT CONTAINS
How would you get members with the last name Smith?
Column: Member Name
Filter: CONTAINS
Filter By: Smith
dateDates
  • BEFORE
  • AFTER
  • AT
  • BETWEEN
How would you get members that signed up in 2019?
Column: Member Joining Date
Filter: BETWEEN
Filter By: 01-01-2019 to 31-12-2019
booleanTrue or False
  • IS
  • IS NOT
How would you get members that are new to the club?
Column: Is New Member
Filter: IS
Filter By: True