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Use AND and OR filters in a report

Combine filters to answer a specific business question without losing records you meant to include.

Written by Releventful Support

Combine filters to answer a specific business question without losing records you meant to include.

Steps

  1. Open the report and select Add Filter.

  2. Choose the field, comparison and value for each condition.

  3. Use a filter group for conditions that belong together. Select AND when a record must meet every condition in that group.

  4. Add a second group when you want to include a different set of records. Join the groups with OR to include either set.

  5. Check the results and active date/brand filters before saving the report view.

Example

Group 1: Event Type is Wedding AND Event Start Date is after today. Group 2: Event Type is Party AND Event Start Date is before today. Join the groups with OR to include future weddings and past parties in the same result.

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