Complex filters allow you to add specific data in your report or prevent data to be visible in your report. Either way, complex filters always work the same.
Option AND
AND - this allows you to set multiple criteria that always have to match all rules. For example:
I want my report to contain customer information from each customer where:
- the debtor reference equals 212598 AND where the language code equals EN (English).
Result: only the customers with debtor reference 212598 AND language code EN appear in the report. - the customer number equals 212598 AND where the language code does not equal EN (English).
Result: only the customers with debtor reference 212598 AND where language code is not equal EN appear in the report.
Option OR
OR - this allows you to set multiple criteria that could match on all rules, but also could match on just one rule.
For example: I want my report to contain customer information from each customer where:
- the debtor reference equals 212598 OR where the language code equals EN (English).
Result: only the customers with debtor reference 212598 OR where the language code equals EN appear in the report. - the debtor reference equals 212598 OR where the language code does not equal EN.
Result: only the customers with debtor reference 212598 OR where the language code does not equal EN appear in the report.
Combine options AND and OR
By combining both options, you can build very extensive filters. Key functionality to combine both option is this icon: . By clicking this icon you extend one rule to create a new AND or OR rule (combination).
Example:
- Show only customers where the customer number start with 19 OR 20. Show only customers that match this first rule, but also make sure that we only show customers in the report that on top of the first rule, match these rules as well:
a. Days due of the customer >= 90
b. Days due of the customer <= 180 (so between 90 and 180)
c. Current procedure does not equals Key account