Filters and operators
This is the full reference for filter operators in Custom Reports — which operators are available for each field type, how the value editor changes depending on what you choose, how groups and AND/OR joiners are evaluated, and how the TODAY keyword works. The step-by-step walkthrough in Build a report introduces these features in context; this page gives the complete detail.
Operators by field type
Each filter row has a field select and an operator select. The operators available depend on the field type, as does the value editor that appears next to the operator.
| Field type | Available operators | Value editor |
|---|---|---|
| Text | equals, not equal, contains, doesn't contain, in, not in, is empty | Plain text box. For in and not in, type a comma-separated list of values. |
| Number / Currency | equals, not equal, <, <=, >, >= | Number box. |
| Date / Date-time | equals, not equal, <, <=, >, >= | Free-text date input alongside a compact date picker. The TODAY keyword is supported — see The TODAY keyword below. |
| Yes/No and Choice (for example: State, Tag Type) | equals, not equal | Dropdown showing the available values for that field. |
| Picker (records: Place, Sku, Person, and similar) | equals, not equal, contains, doesn't contain, in, not in, is empty | For equals and not equal: a read-only input with a Select button — click it to open the Select dialog and choose a record by name. For is empty: the same read-only input and Select button appear, but no selection is needed — the operator matches records that have no value in that field. For contains, doesn't contain, in, and not in: a plain text box (placeholder Enter text) that matches against the displayed name. |
Include Child Places
Include Child Places is a checkbox that appears next to the value on Place fields in Advanced reports. When ticked, the filter matches the chosen place and every place beneath it in the location tree. When unticked, only records directly at the chosen place are matched.
This checkbox appears only on Place picker fields in Advanced report types. It does not appear on Basic reports or on fields other than Place.
Grouping rules and AND / OR
The query builder organises filter rows into groups. Each group has one joiner — AND or OR — that is applied between every rule in that group:
- AND — every rule in the group must match (the default for a new group).
- OR — at least one rule in the group must match.
Nested groups evaluate before the group that contains them. For example, if the root group is set to AND and contains a Place rule alongside a nested OR group with two State rules, the effective logic is:
Place equals Melbourne DC AND (State equals Missing OR State equals Consumed)
The nested OR group's result is treated as a single condition by the root AND group. The outermost group is always present and cannot be removed.
To move a rule into a different group, drag its six-dot handle and drop it onto the target group. Any nested group except the outermost one can be removed entirely with its red × button, which deletes the group and all its rules.
The TODAY keyword
Date and date-time fields accept a relative keyword in place of a fixed date:
| Keyword | Meaning |
|---|---|
TODAY | Today's date at the time the report runs |
TODAY-N | N days before today (for example, TODAY-7 means seven days ago) |
TODAY+N | N days after today (for example, TODAY+1 means tomorrow) |
TODAY is resolved at the moment the report runs, not when the filter is saved. A saved or scheduled report that uses TODAY-based filters stays relative — a filter of >= TODAY-7 always means "within the last seven days", whether the report runs today, next week, or next month.
Examples
| Filter expression | What it matches |
|---|---|
>= TODAY-7 | Records from within the last seven days |
equals TODAY | Records dated today |
< TODAY-30 | Records more than 30 days ago |
Date text is not validated inline. If you type an unrecognised value in the date input — including a typo such as TODY-7 — the filter is accepted without an error message, but the report returns no matching rows. Check the date text if results appear unexpectedly empty.
Related guides:
- Build a report — step-by-step walkthrough of the query builder, from choosing a report type through to running the search.
- Results and exports — how to read, page through, and export the results of a custom report.