Add filters
This topic describes how to use filter options to control what data is included in reports.
Filters control what data - and how much data - is included in active reports.
Select fields to filter on
The fields available in the Field drop-down are different for every report. For example, customer reports will only include fields that are relevant to identifying customers or analyzing customer sales, while item reports will only include fields that are relevant to analyzing store inventory. If you want to filter on a specific field and you don't see it in the Field drop-down, you will either need to use a different report or you will need to customize the report.
Select operators or dynamic date ranges
When you select most types of fields from the Field drop-down, you will see the Operator and Value fields. You can use these fields to define a filter for the field data. The available operators include: = (equal to), <> (not equal to), > (greater than), = (greater than or equal to), <= (less than or equal to), BETWEEN, and LIKE. The operators available in the Operator drop-down are based on the type of field that is selected. The value you enter or select in the Value field will depend on the field and operator you selected.
If you select a date field (e.g., Date, Date Sold, Last Sold, Sale Starts, Sale Ends, etc.) you will see the Range field. You can select a dynamic date range (e.g., This Week, Last Week, This Month, Last Month, This Year, Last Year, etc.), or you can select Custom and define filter for a specific date range. If you select a dynamic date range, RMH automatically selects the appropriate dates based on the date the report is generated.
Remove or change predefined filters
Some active reports contain predefined filters. For example, sales reports contain predefined date filters because stores usually want to analyze sales for specific dates or date ranges. You can remove or change any predefined filters.
Remove a predefined filter
Select the predefined filter in the Filters section.
Do one of the following:
Click Remove to remove the selected filter.
Click Remove All to remove all predefined filters.
Change a predefined filter
Select the predefined filter in the Filters section.
(Optional) Select a different Field.
(Optional) Select a different Operator or Range.
(Optional) Enter or select a different Value.
Click Change.
Add filters
You should add at least one filter to every report to limit how much data is included in the report. Reports that contain too much data can take a long time to generate and can be difficult to read and analyze. If you add more than one filter, you will need to select either the AND or OR operator to control how the filters interact with each other.
If you select the AND operator when you add a second filter, data will only be included in the report if it matches both filters. For example, if you are generating a sales report and the first filter is "Department = Clothing" and you select the AND operator when you add a second filter "Date Sold = This Week", the report will only include items assigned to the "Clothing" department that were sold this week.
If you select the OR operator when you add a second filter, data will be included in the report if it matches either filter. For example, if you are generating a customer report and the first filter is "Total Sales >= $500.00" and you select the OR operator when you add the second filter "Total Visits >= 10", the report will include customers who have spent a total of $500.00 or more at the store (regardless of total visits), or customers who have made 10 or more separate purchases at the store (regardless of sales total).
The Negate option works like a NOT operator. For example, if you are generating a sales report with the filters "Department = Books" AND "Date Sold = This Year", and you select Negate when you add a third filter "Category = Magazines", the report will include all items assigned to the "Books" department that were sold this year, but items assigned to the "Magazines" category will be excluded from the report.
Last updated