Sometimes you're looking for data that's simple and straightforward. For instance, you want to find all high-priority tasks that have not been started. But at other times, you may want to create more complex filters to zero in on very specific information. You might want to find any of the following:
All high-priority projects that are scheduled to either start or finish within the current month
All issues that were either resolved after the due date OR that are currently overdue
The good news is that you can you create very basic or more advanced criteria using the same filtering interface.
Note: The filtering interface described in this topic is currently available only in the Report Builder
The Report Builder filtering interface lets you build each line of criteria, specifying the field you want, an operator, and a matching value. You use the plus and minus signs to add and remove lines of criteria. And, you can use the new set icon to create groups, or sets of filters that you want QuickBase to evaluate together.
You can create sets of filters, which are basically groups of rules that should be evaluated together. Within each set, you can tell QuickBase to find records that match either:
all conditions within the set
any condition within the set
To create a new set of filters, enter the first line in your new set, then click the new set icon.
After you click the new set icon, QuickBase creates a new set, using the line you entered as the first line of set, as shown below.
Within any set, you can specify whether any or all conditions must be true for QuickBase to find a match.
You can nest up to three levels of filter sets, as shown below:
Use the sample data in the Project Manager Plus template and follow the steps in this section to find:
All high priority tasks that are a high priority AND that will be either started OR due within the current week.
In the Project Manager Plus application, choose Tasks > Create a New Report.
Create this criterion: Priority > is equal to > the value > high.
Click the plus sign to add a new line.
Create this criterion: Start
> is during > the current >
week, and click the new set
icon 
on the left.
QuickBase indents this line and creates a new set of criteria, as shown
below:
Note that the operator for the new set defaults to OR. You could change
this, if you like. However, OR is the correct operator for this example.
For the second line in the set, create this criterion: Due date > is during > the current > week.
Either save the report or choose Display. QuickBase displays a report with the specified data.
Here's an example of a more complex query using an application that tracks real estate listings. This query finds records that match the following criteria:
All Single Family listings in Metro West location with 3 or more bedrooms (part 1)
Only those listings that have either a basement or a garage (part 2)
Listing with or without southern exposure; however, if a listing has southern exposure, we want to see only those listings that ALSO have central air (part 3)
You can watch a demonstration of how to build this query, or view images of the filters that build each part of the query.
Here's what the query for part 1 looks like:
To add the part 2, you need to add a new set of filters; one that will evaluate whether listings have either a basement or a garage. To do so, you could click the plus sign to add a new filter and add the new line, then, click the new set icon to create a new set:
When you click the new set icon, QuickBase creates a new filter set. You can complete the set as follows:
To add part 3, you need to add a set within a set. Click the plus sign icon to add a new line at the top level:
Then click the new set icon in the new line that appears...and within the new set, click the new set icon once again. The resulting screen looks like this:
The final query looks like this:
