You don't want to see all your igloo sales records, only those deals you made in Miami. You don't want to see all project tasks, but only those that are overdue. Often you'll want to find or see only records that fall within specific parameters like these. You can whittle down a list of records based on the data they contain (like sales location is miami or status is overdue), by filtering records that appear in your report. 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.
To filter records:
Within the Report Builder or Advanced Find page's Filtering section, select Show only records that meet certain criteria and then use the following drop-down lists to filter results:
Identify
the field.
In the first dropdown on the left, you'll select the field that contains
the value you're interested in. For example, if you wanted to see
only tasks whose status is open, you'd select the Status
field from the first dropdown.
Set operator.
The second dropdown lets you qualify the values you're looking for.
The choices that appear here depend upon what field type you chose
from the first dropdown. For example, if you'd chosen a Date type
field the operators QuickBase offers are is after,
is on or after, is before, and so
on. Text field operators include is, is not,
contains, and more.
Specify a
matching value.
In the third field, you type in or select the value you want to filter
on. Here you'll enter the specifics. For instance, maybe you'd select
Miami from a dropdown list of cities. If you want to return
for instances where the field contains any of a few values you can
do so. Read how.
Adding and removing search criteria
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.
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:
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