Reference: Filter Conditions
You can add filters with conditions on VNDLY reports. To do so, navigate to the
Reports
page. Depending on your permissions, you can access this page directly from the VNDLY header or in the drop-down menu. Select a report and click Filters
. Select Add Filter
.As you create filters, consider that:
- You're not required to enter a value for dynamic conditions.
- Text matching filter conditions such asContainsandStarts Withare case‑insensitive.
- Date ranges are based on your local timezone and include the full intended window.Today,Yesterday, andTomorrowcover the entire calendar day.
- Many filter values support a supplied drop down list of values. The values display based on your security permissions.
Review these types of filter conditions and how they work:
Value Conditions for Text, Dates, and Drop Down Lists
Condition | Value Required? | Multi-value? | Description |
|---|---|---|---|
Equal To | Yes | No | Field equals the value. Supports multiple values when it's a drop down list. |
Not Equal To | Yes | No | Field doesn't equal the value. Supports multiple values when it's a drop down list. |
Contains | Yes | No | Field contains the substring (case‑insensitive).
Example: Contains = smith matches John Smith . |
Does Not Contain | Yes | No | Field does not contain the substring (case‑insensitive). |
Starts With | Yes | No | Field begins with the value (case‑insensitive). |
Does Not Start With | Yes | No | Field doesn't begin with the value (case‑insensitive). |
Any Of | Yes | Yes | Field equals any selected value. |
Not Any Of | Yes | Yes | Field equals none of the selected values. |
Number and Date Comparison Conditions
Condition | Value Required? | Multi-value? | Description |
|---|---|---|---|
Greater Than | Yes | No | Field is greater than the value. |
Greater / Equal To | Yes | No | Field is greater than or equal to the value. |
Less Than | Yes | No | Field is less than the value. |
Less / Equal To | Yes | No | Field is less than or equal to the value. |
Relative Date Conditions
Condition | Dynamic? | Description |
|---|---|---|
Today | Yes | Records on today’s date. |
Yesterday | Yes | Records on yesterday’s date. |
Tomorrow | Yes | Records on tomorrow’s date. |
Last 7 days | Yes | Last 7 days up to now. |
Next 7 days | Yes | From now through the next 7 days. |
Last 2 weeks | Yes | Last 14 days up to now. |
Next 2 weeks | Yes | From now through the next 14 days. |
Last 30 days | Yes | Last 30 days up to now. |
Next 30 days | Yes | From now through the next 30 days. |
Last Month | Yes | Previous calendar month. |
This Month | Yes | Current calendar month. |
Next Month | Yes | Next calendar month. |
Last 6 Months | Yes | Previous 6 full months. |
Next 6 Months | Yes | Next 6 full months. |
Last 12 Months | Yes | Previous 12 full months. |
Next 12 Months | Yes | Next 12 full months. |
Billing Cycle Conditions
You can only view and select these conditions on filters for reports with billing cycle fields.
Condition | Value Required? | Dynamic? | Description |
|---|---|---|---|
Equal BC | Yes | No | Billing cycle equals the selected cycle. |
Not Equal BC | Yes | No | Billing cycle isn't the selected cycle. |
After Billing Cycle | Yes | No | Billing cycles after the selected cycle. |
After / Equal To Billing Cycle | Yes | No | Selected cycle and those after it. |
Before Billing Cycle | Yes | No | Billing cycles before the selected cycle. |
Before / Equal To Billing Cycle | Yes | No | Selected cycle and those before it. |
Previous BC | No | Yes | The billing cycle or cycles immediately before the current one.
Previous BC auto‑selects the appropriate cycles. |
Current BC | No | Yes | The billing cycles active today.
Current BC auto‑selects the appropriate cycles. |
Array Field Conditions
Condition | Value Required? | Multi-value? | Description |
|---|---|---|---|
Includes | Yes | Yes | Array contains all selected values. |
Includes Any Of | Yes | Yes | Array contains at least one selected value. |
Does Not Include | Yes | Yes | Array contains none of the selected values. |
JSON Array Field Conditions
Condition | Value Required? | Multi-value? | Dynamic? | Description |
|---|---|---|---|---|
Includes | Yes (JSON array) | No | Field’s JSON array contains all elements of the provided array.
Example: A value of [ "red", "blue" ] matches records whose JSON array contains both red and blue . | |
Does Not Include | Yes (JSON array) | No | Field’s JSON array doesn't contain the entire provided set. Records that contain only some elements may still match. | |
Is Empty | No | Yes | Field’s JSON array is empty. | |
Is Not Empty | No | Yes | Field’s JSON array is not empty. |
Organization Unit Hierarchy Conditions
You can only view and select these conditions on filters for reports with organization unit fields. You need to select
Organization Unit
in Field Name
, and then you can select the condition. Once you select the condition, you can select the organization unit in the Value
column. Condition | Value Required? | Multi-value? | Description |
|---|---|---|---|
Within Hierarchy | Yes (Organizational Unit) | Yes | Includes records within the selected organization units and all their descendants. |
Not Within Hierarchy | Yes (Organizational Unit) | Yes | Excludes records within the selected organization units and all their descendants. |
Null Checks
Condition | Dynamic | Description? |
|---|---|---|
Is Null | Yes | Field is empty. |
Is Not Null | Yes | Field has a value. |