Custom Report Filter: "AND" "OR" logic within one filter
It would be nice to allow "AND" "OR" logic within one filter, esp. for textbox fields.
Right now the logic can only exist between different filters, but within one filter/field, there is no flexible logic built in for multiple criteria, nor does it allow using the same filter more than one time (with different values).
Examples:
(1) filter "Prefix" is "Mr." OR "Mrs." OR "Ms." AND "not null".
(2) filter "profile type" IS "x" AND IS NOT "y"
Kiki Greene
shared this idea
9/13/2024:Custom Reports: Added the ability to create multiple filters for the same value. This will allow for is and is not filtering for the same value.
-
Mindy Cleave
commented
This would be amazing, I currently experience restirictions within reporting capabilities due to only being able to select one fund, when there are 3 I am analyzing together. It would be nice to have the option to have multiple types of the same field selected.
-
Carrie Berdan
commented
I agree! Similarly, when we run our annual reports, we are wondering if we can add "if/then" or maybe in this case "and/or" statements with custom reports for pulling campaigns. Example, we have the trifecta for two partners and their household profile. Each partner has been an individual donor and they have given as a household, but they only need 1 annual report, so they aren't getting 3 annual reports mailed to the same address, but they all pulled from different filters or criteria. "If profile has same address in household and individual, only send to household profile address."