Filters tell a query which people to include in the results. Before you can configure a filter, you need to add one from the Filters panel in Reporting > Query Builder. See How do I add filters? for the steps. Once a filter is added, it appears in the middle Query panel, where you set it up.
By default, every query starts with the Is Archived? filter set to is no, so only active people are returned. You can change, remove or disable this filter whenever you need to include archived profiles. The fields you can filter by depend on your permissions.
Configuring a filter
Each filter in the Query panel reads like a sentence — for example, Last Name contains Smith. You can configure it in two ways:
Edit it in place. Every underlined part of the filter row is clickable. Click the condition (such as contains) or the value to change it directly in the query.
Use the Edit Filter dialog. Click the field name to open the Edit Filter dialog, where you can set the condition and value together, then click Save.
The Edit Filter dialog has three settings:
Condition - how the field is compared to your value (for example, contains or is equal to). The available conditions depend on the field's data type. Required.
Value - what you are comparing against. For date fields this becomes a date or date range; for number fields, a number; for option fields, a list of choices. Some conditions, such as is empty, need no value.
Disabled? - turn this on to keep the filter in the query but skip it when the query runs. This is useful for testing the impact of a single filter without removing it.
The dialog also shows the field's Data type, which tells you which set of conditions below applies.
Conditions by field type
The conditions available for a filter depend on the field's data type. Click the Condition dropdown in the Edit Filter dialog, or the underlined condition in the Query panel, to choose one.
Text fields
Text fields, such as Last Name or Title, compare the text in the field to a value you enter:
contains - the field includes your value anywhere in it.
does not contain - the field does not include your value.
starts with - the field begins with your value.
does not start with - the field does not begin with your value.
ends with - the field ends with your value.
does not end with - the field does not end with your value.
is equal to - the field exactly matches your value.
is not equal to - the field is anything other than your value.
is in list - the field matches any item in a comma-separated list of values.
is not in list - the field matches none of the items in a comma-separated list.
is empty - the field has no value.
is not empty - the field has any value.
Yes/No fields
Yes/No fields, such as Is Archived?, have two conditions:
is yes - the field is set to Yes (true).
is no - the field is set to No (false).
Date fields
Date fields offer the widest set of conditions. Some compare to a fixed date or range; others are relative to the day the query is run, so the results stay current every time you run it.
is within - the date falls between a start and end date, inclusive.
is not within - the date falls outside a start and end date.
month is - the month matches the month you choose, in any year.
year is - the year matches the year you choose.
day of week is - the date falls on the weekday you choose.
is today (ignore year) - the month and day match today's date, regardless of year. This is helpful for birthdays and anniversaries.
is today (include year) - the date matches today's exact date.
is relative date - the date falls a set number of days, weeks, months, or years before or after today.
is before - the date is before a date you choose.
is after - the date is after a date you choose.
is equal to - the date exactly matches a date you choose.
is this week, is last week, is next week - the date falls in the current, previous, or upcoming week.
is this month, is last month, is next month - the date falls in the current, previous, or upcoming month.
is this year - the date falls in the current calendar year.
is on a weekend - the date falls on a Saturday or Sunday.
is on a weekday - the date falls Monday through Friday.
is in calendar quarter - the date falls in the quarter you choose (Q1, Q2, Q3, or Q4). No year is used; add a separate year filter to narrow by year.
is empty - the field has no date.
is not empty - the field has any date.
Option fields (drop-down lists)
Option fields let you choose from a defined list of values, such as Campus or Marital Status:
is in list - the field matches at least one value you select. If the field is not required, you can also choose (Blanks).
is not in list - the field matches none of the values you select.
contains / does not contain - the field includes, or does not include, the text you enter.
is equal to / is not equal to - the field exactly matches, or does not match, the text you enter.
starts with / does not start with - the field begins, or does not begin, with your text.
ends with / does not end with - the field ends, or does not end, with your text.
is empty / is not empty - the field has no value, or any value.
Number and currency fields
Number and currency fields, such as Age, compare numerically:
is equal to / is not equal to - the number exactly matches, or does not match, your value.
is between / is not between - the number falls inside, or outside, a range, inclusive.
is greater than / is less than - the number is above, or below, your value.
is greater than or equal to / is less than or equal to - the number is at least, or at most, your value.
is empty / is not empty - the field has no value, or any value.
Custom field filters
Some categories include custom fields your church has created. When you add a field from a category that contains custom fields, an + add custom field option appears so you can filter on the custom field as well. The conditions you see match the custom field's data type — text, date, option, number, or Yes/No — as described above.
Reordering, copying, disabling, and removing filters
Each row in the Query panel has a drag handle — the three stacked lines — at its left side.
To reorder filters, click and drag the handle. A filter inside a grouping can only be moved within that grouping; you cannot move it outside.
Click the drag handle to open the filter's action menu:
Edit - reopens the Edit Filter dialog to change the condition or value.
Copy - duplicates the filter row.
Select - marks the filter so you can act on several rows at once.
Disable - keeps the filter in the query but skips it when the query runs.
To remove a single filter, hover over its row and click the × at the right end of the line. To remove a grouped filter, remove all of the fields within the grouping. To clear every filter at once, click Clear all filters at the top of the Query panel.
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