Filtering your reports

To find a specific subset of data within one of your reports, you can add filters to any of the fields in that report. For example, say you want a report showing only members born before the year 2000.

If you need help adding fields to your report, see Customising your reports.

Pro Tip : Before adding filters, we recommend clicking the Create Duplicate button while in editing the report. This helps keep your original reports clean and available for general use.
 

To add a filter to your report, start by clicking the Edit Report button. This opens a page showing all the fields in your report. Then :

• Identify the field you want to filter by

• Click the dropdown menu to add a filter

• Select the filter operator (more on these below in the Filter Operators section)

• Enter the value you want to compare the field against
   

Note: In some cases, it's a good idea to first run the report and check what kind of values appear in the field you're planning to filter by. This helps ensure you're entering the correct format or value when setting up the Filter By condition.

Once you’ve finished building your custom report, click Save. You may need to refresh your Standard Reports list for the new report to appear.

Filter Operators

Filter operators tell the system how to compare the value in a specific field against a value you specify. The available operators will vary depending on the data type of that field, which is shown in parentheses next to the field name. For example, you can’t filter dates, numbers, and text using the same set of comparisons.

All data types support two core operators:

• IS EMPTY – there is no value in the field

• IS NOT EMPTY – there is some value in the field

These are especially useful when looking for missing or incomplete data. For example, the Membership End Date field will be empty for open-ended memberships.