The comparison column is used to refine your report output. It provides a broad set of options to enable filtering on almost any of the related information of a report. The terminology can be foreign at first use, but once understood, very logical and simple. This page aims at explaining those terms.
How to use Comparison fields:
Please note that the comparison field list will differ depending on the field name selected or report. This happens automatically.
When using a number or date field, this comparison option list will display as follows:
When using a text field, the comparison list with the comparison option: Contains will display.
The Is False / Is True options will display when the field name is asking a question such as IsSaved.
Herewith each comparison field explained:
- Between – Most commonly used for date related filtering.
- Documents issued between two dates e.g. Invoices raised in the last 3 months. When using this option, you will need to select the from and to date.
- Documents number range between two numbers e.g. Supplier Invoices with a specific number range. When using this option, you will need to enter the lowest and highest number of the desired number range.
- Contains – Most commonly used for text related filtering.
- Listing documents or jobs that include a shared description e.g. if the campaign name was duplicated incorrectly, similarly named descriptions can be included in the report. When using this filter, you need to enter the most common text used.
- Greater Than – most commonly used for date or number related filtering
- Documents issued post a certain date. When using this filter, enter the lowest date.
- Documents issued with a number greater than a specific number. When using this filter, enter the number from which to start.
- In List – Most commonly used for a specific list of client or product names
- To list a specific set of items e.g. specific client names or work types or task types. When using this filter, you need to create the list manually in the filter steps.
- Is Equal To – Most used filter for anything from names to dates.
- Matching a specific description like the Client Name, Product Name or Client AE etc. When using this filter simply select the required name or date.
- Is Not Equal To – most commonly used to exclude a specific text description
- To exclude a specific description from the report such as a specific Job Status. When using this filter, everything but the specified option will display.
- Is Not Null – most commonly used to review non-Draft items.
- If you want to filter say by a field that is not set yet e.g. Job FinishDate is only set when the status is moved to Finished. When using this filter, you will not need to set the Value field.
- If you want to only filter for approved CE's with Approval Order Numbers specified. When using this filter, you will not need to set the Value field.
- Is Null – most commonly used to view open Jobs or Documents in Draft Status.
- Filter for a field that is Null e.g. JobStatus is Null will equate to the Open Status OR ClosedDate is NULL means the job is not yet Closed.
- Less Than – mostly used to review items issued prior to a specific date
- Either a date smaller or a value smaller. When using this option you would be able to view Job Bags issued prior to date X.
- Not Between – mostly used to view documents issued outside a specific period.
- Filtering for a date outside a specific period.
- Is False – Mostly used to determine if a User License is not active.
- When using this filter, the Is False option will indicate that the user is not active
- Is True - Mostly used to determine of a User License is active.
- When using this filter, the Is True option will indicate that the user is active