Understanding OR and AND Filtering
When creating or editing a report, you have the option to connect your filters using either OR or AND logic. This flexibility allows you to decide whether all conditions must be met (AND) or if any one of the conditions can be met (OR).
AND Filtering
When you select AND, all conditions within that group must be true for data to be included in the report.
For example, you might want to filter for records where the employees' time off request was approved and the requested days fall within the current quarter. All conditions must be met for a record to appear in the results.
OR Filtering
When you choose OR, any one of the conditions within that group can be true for data to be included. This is useful when you want to see records that meet at least one of several possible criteria.
For example, you might filter for tasks that are either overdue, have a due date in "last month," or are assigned to a specific team member. In this case, tasks that are overdue, have a due date from last month, are assigned to that team member, or any combination of these criteria will appear in the report.
How to Use OR and AND Filters
1) Access the Reporting Module
Navigate to the reporting module where you can create or edit your reports.
2) Choose AND or OR Filtering Within a Group
Add your first filter condition.
Click + Add filter and then select either AND or OR from the dropdown.
All subsequent filters added within this group will follow the chosen logic. For example, selecting AND will connect all conditions within that group using AND logic.
3) Creating Multiple Filter Groups
Click + Add filter group to create a new set of conditions.
The connector between your first group and the newly created second group can be set to either OR or AND. Once you choose the connector type (e.g., OR), it will apply to all subsequent groups by default.
If you later change the connector between the first and second groups to AND, this will also change the connector for all following groups to AND. This ensures that all filter groups are connected consistently based on your chosen logic.
4) Combining AND and OR Conditions
You can use a combination of AND and OR both within and between groups.
For instance, within Group 1, you might use AND logic to filter for tasks that are overdue and assigned to a specific team member. This means only tasks that meet both conditions will be included in the results. Then, between Group 1 and Group 2, you can use OR logic to also include tasks that were either completed this month or have a high priority.
Once you add a third group, it will be connected with the same logic (AND or OR) that you selected between the first two groups. To change the overall logic between groups, adjust the connector between the first and second groups.
Example Scenario
Suppose you want to generate a report that includes all ad campaigns conducted this year for a specific project, but you also want to include data from a different project regardless of the year. Here’s how you might set it up:
Group 1 (AND):
Date = This Year
Project name = "Ads Campaign"
Group 2 (OR):
Project name = "Different Project Name"
Group 3 (automatically connected with OR):
Any additional conditions you want to include.
Initially, if you connect Group 1 and Group 2 with OR, Group 3 will automatically connect with OR as well. However, if you change the connector between Group 1 and Group 2 to AND, all three groups will be connected by AND logic.
This setup gives you the flexibility to refine your report to show exactly the data you need, using both AND and OR filters within and across groups.