Question

• What do the report filters mean in DASH?
• How do I use the Restoration Workspace (fka DASH) report filters?

Overview

This article covers the two components of the custom report filters - Report Operators and Report Expressions:

1. Report operators
   • AND operator
   • OR operator
   • NOT AND
   • NOT OR
2. Report expressions

Report operators

The report operators are based on the concept of "logical operation" (AND, OR, NOT, NOT AND, NOT OR). NOTE: you can add multiple operators by clicking on the blue "Add Group"  symbol.

Types of operators:

• AND operator
• OR operator
• NOT AND
• NOT OR

AND operator

• Example #1: a simple filter that shows jobs where the Estimator is "John Smith" AND the job is in an "Invoice Pending" job status.
  
• Example #2: multiple AND operators. This report image below shows jobs where Job Status = ‘AccountsReceivable’ OR Job Status = ‘Invoice Pending’ AND (Total Invoiced > ‘0’). You can add multiple operators by clicking the blue "Add Group" symbol. In this example, you would need to keep the top/parent operator as AND.
  
• Example #3: conflicting expressions. You would not want to use AND with two conflicting filters/expressions. You would get zero results if you created a report that used AND between two of the same expressions. For example: if you created a filter that looked like this, you would get zero results. In this instance, you would want to use the OR operator instead.
  

OR operator

• Example #1: a simple report where you want to see jobs that are in the Invoice Pending status OR the Accounts Receivable status. This would give you a report that shows all jobs with Invoice Pending or Accounts Receivable statuses.
  
• Example #2: multiple operators including AND. This report image below shows jobs where Job Status = ‘AccountsReceivable’ OR Job Status = ‘Invoice Pending’ AND (Total Invoiced > ‘0’). You can add multiple operators by clicking the blue "Add Group" symbol. In this example, you would need to keep the top/parent operator as AND.
  

NOT AND operator

NOT AND operators can be used as exclusionary filters. They will filter out data and are best used when trying to stack data to filter out.

For example, if you wanted a report where the results did NOT contain Job Status = Invoice pending AND jobs where the estimator is John Smith. Notice how the statement reads "NOT (Job Stats = "Invoice Pending" AND Estimator = "John Smith")"

However, as an alternative, you could also build a report filter that looked like this and would provide the same results. This example uses AND operator and changes "EqualTo" to "NotEqualTo": 

NOT OR operator

NOT OR works similarly to NOT AND. This operator can be used as an exclusionary filter. It will filter out data and is best used when trying to stack data to filter out.

For example, if you wanted a report where the results did NOT contain Job Status = Invoice pending OR Job Status = Pending Sales. Notice how the statement reads "NOT (Job Status = "Invoice Pending" OR Job Status = "Pending Sales")"

However, as an alternative, you could also build a report filter that looked like this and would provide the same results. This example uses OR operator and changes "EqualTo" to "NotEqualTo":

Report expressions

NOTE: You can only add an expression to the filter section IF it already has been added to the report as a column. 

Report expressions are the statements you add using the green plus button.
 

Within each expression, you can also change/edit the logic (Contains, EqualTo, Between, etc):

Some of the filter expressions are best used for certain types of data, for example, any filters with "between", "less than", or "greater than", are best for numerical data like Dates or financial data.

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