Often you'll want to find or see only records that fall within specific parameters. For instance, you may want to see records that are assigned to a particular user, or only those records with a certain status.
Filtering is how you separate out select records from the entire group. To filter, you tell QuickBase what values the data must match in order to meet your requirements and appear on the list. QuickBase lets you set specifics like this when you're creating a report or doing an advanced find operation.
This topic describes all of the different components of a single filter.
Note: If you use the Report Builder, you can create both simple and complex queries. Learn more.
When you create a filter, you're telling QuickBase to return only records that have passed some rule or condition you've created. To create a condition, you specify the following:
The field you want to filter on. If you want to see all tasks with a particular start date, you'd choose Start as your filtering field.
An operator. The operator tells QuickBase how to filter the records. Example operators are: is equal to, is greater than, is greater than or equal to, and so forth.
A matching value.
For instance, if you want to see all tasks that are in progress, you'd choose the following:
Field |
Operator |
Matching value |
Status |
is equal to |
In progress |
You can create reports that find records where fields match a certain value that you specify. To create a report that finds a specific matching value, you simply enter or select a value in the field that appears when you choose an operator.

You can also write reports that find records where a field value matches the value in another field of the same type. For instance, in a project management application, you might want to create a report that shows records where the value in the Estimated Hours field exactly matches the value in the Actual Hours field
Note that you can compare only fields of the same type. In the example below, the Estimated Hours and Actual Hours fields are both Numeric fields. When you choose "the value in the field," QuickBase displays only those fields whose type matches the field type of the field being compared.

The following table lists valid matches for all field types:
Field type |
Notes |
Text |
You can compare any Text field with any other Text field. Text fields are:
Note that you can mix and match the types above--that is, you can compare a simple Text field with a Formula-Text field in your query. |
Numeric |
You can compare any Numeric field with any other Numeric field. Numeric fields are:
Note that you can mix and match the types above--that is, you can compare a simple Numeric field with a Numeric - Percent field in your query. |
Date |
You can compare any Date field with any other Date field. Date fields are: Date Date/Time Formula - Date/Time Note that you can mix and match the types above--that is, you can compare a Date field with a Date/Time field. |
Work Date |
The Work Date field type becomes available only in tables that contain predecessor fields. Work Dates are different from other date fields and can be compared only to other Work Date fields. |
Time of Day |
You can compare Time of Day fields with other Time of Day fields or Formula -Time of Day fields. |
Duration |
You can compare Duration fields with other Duration fields or Formula - Duration fields. |
Checkbox |
You can compare Checkbox fields with other Checkbox fields or Formula - Checkbox fields. |
Phone Number |
You can compare Phone Number fields with other Phone Number fields or Formula - Phone Number fields. |
Email Address |
You can compare Email Address fields with other Email Address fields or Formula - Email Address fields. |
User |
You can compare User fields with other User fields and Formula - User fields. |
URL |
You can compare URL fields with other URL fields and Formula - URL fields. |
You cannot use the following field types as the matching value in a query:
predecessor
iCal
vCard
file attachment
duration
report link
When filtering on dates, you can use the following operators to compare a date field with a specific date you enter:
is equal to
is not equal to
is before
is after
is on or before
is on or after
You can also use two additional operators to find records relative to today’s dates:
is during
is not during
These operators let you search for records that contain dates relative to today—that is, you can find records that are due this week, next month, and in the next 3 quarters. Learn more about reporting with relative dates.
If you want to specify criteria for more than one field, QuickBase makes it easy. If, for instance, you want to see all overdue project tasks in a certain project for a certain employee, you'll want to filter on three fields: Assigned to, Project Name, and Days Overdue.
QuickBase makes it easy to add or remove filtering criteria to your report.
QuickBase starts you off with a single field. You can set a single line of criteria, or add more fields if you'd like. Simply hover your mouse over the field dropdown. Plus and minus sign icons appear to the right of the field.
.
At any point in your list of criteria, you can use the plus sign icon to add another line after the current line. Use the minus sign icon to delete the current line.
You can choose to filter on records that contain file attachments that contain certain words or phrases. See Search for or within a Document for information on how to build search criteria for file attachments.
Imagine that you have a project management application, and are creating a report. You only want display the tasks assigned to Collen Garton.
Select Show only records that meet certain criteria.
From the list of fields in the drop-down list that appears, select the field containing the value you want to filter on. In this example, you'd select Assigned To.
From the list of operators in the second column, select the operator that qualifies the value you're about to specify. In this case, select is.
In the third column, specify the resource whose tasks you want to display.
Note: For some types of fields, the third column displays as a drop-down list. Select an item from the list, or, if you want to enter text or set OR criteria, select <other...> and then enter text in the box that appears.
The resulting report would look like this:

Related topics:
Specifying Multi-line Criteria
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