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Custom Filter Operations

The following table describes the operators that are available when setting custom filter criteria for query results, reports, or when previewing account placements. The operators available for a data item are based on the item's data type.

Operator

Description

Equals

Retrieves accounts where the data matches the specified value.

Does not equal

Retrieves accounts where the data does not match the specified value.

Less than

Retrieves accounts where the data is less than the specified value.

This operator is for date and numeric data types only.

Less than or equal To

Retrieves accounts where the data is less than or equal to the specified value.

This operator is for date and numeric data types only.

Greater than

Retrieves accounts where the data is greater than the specified value.

This operator is for date and numeric data types only.

Greater than or equal To

Retrieves accounts where the data is greater than the specified value.

This operator is for date and numeric data types only.

Like

Retrieves accounts where data matches the specified pattern.

This operator is for alphanumeric data types only.

Matches Regular Expression

Retrieves accounts where the system stores data in the specified format.

This operator is for alphanumeric data types only.

^[A-Z] finds all values in uppercase character format only.
^[a-z] finds all values in lowercase character format only.

^[0-9] finds all values in numeric format only.

^[A-Za-z] finds all values in mixed case character format.

^[A-Za-z] finds all values in mixed case character format.

^[^0-9]+$ finds all values with a numeric format and dollar sign.

^[A-Za-z0-9] [A-Za-z0-9_]*$ finds all values of mixed case and currency.

Starts with

Retrieves accounts where data starts with the specified character or characters.

This operator is for alphanumeric data types only.

Contains

Retrieves accounts where data contains the specified character or characters.

This operator is for alphanumeric data types only.

Ends with

Retrieves accounts where data ends with the specified character or characters.

This operator is for alphanumeric data types only.

Does not start with

Retrieves accounts where data does not start with the specified character or characters.

This operator is for alphanumeric data types only.

Does not contain

Retrieves accounts where data does not contain the specified character or characters.

This operator is for alphanumeric data types only.

Does not end with

Retrieves accounts where data does not end with the specified character or characters.

This operator is for alphanumeric data types only.

Does not match

Retrieves accounts where data does not match the specified character or characters.

This operator is for alphanumeric data types only.

Not like

Retrieves accounts where data is not like the specified pattern.

This operator is for alphanumeric data types only.

Related Topics

Query Results

Queries