Filter Editor

Filter Editor

A filter allows you to quickly retrieve the information you require, such as only showing members with a birthday this month, or all members between 21 and 30. Some filters have already been designed for your use, however, as many businesses have different needs, using the filter editor to design your own filters will save you time.

You can create filters under the Filter Editor which will open the following screen as below;



When creating a filter you must first think about what information you would like to be returned, for example, Card number or, Do you want to specify an age range and so on?

Step 1 - Select a Field

Select the field you require on the left-hand side, by clicking on the field with your left mouse button. (You will notice it will be highlighted, for an example I have selected the member's details field)




Under the Fields Available if you click on the 'PLUS' symbol which you can expand e.g. card details will give you more options to select from.



Step 2 – Selector

Once you’ve selected your field, you must then choose a selector. The options are:


  1. = Equals (must match criteria exactly)
  2. > Greater than (must be greater than criteria)
  3. < Less than (must be less than criteria)
  4. >= Greater than or equal to (can be equal or greater than)
  5. <= Less than or equal to (can be equal or less than)
  6. Like The ‘Like’ selector allows you to use wildcards (*) In your criteria, (e.g. you want to search for
  7. Smith, you can use Sm* to search)
  8. Between Allows you to specify a start and end range (1-5), (B-F)
  9. Not Anything but equal to!
If you select a field which uses dates, you will get an extra option which is Date type, this gives the following extra options:-
  1. Date Allows you to specify a date
  2. Time Allows you to specify a time
  3. Year Allows you to specify just a year
  4. Month Allows you to specify just a month
  5. Weekday Allows you to specify just a weekday (Mon-Sun)
  6. Today Uses the date when the filter is used
Step 3 – Entering your criteria

When entering criteria, make sure you type in exactly what you want as you don’t want the wrong information returning. (For the example all members between the ages of 18 and 25 have been selected).

Click the Add button when you’ve finished, if you want to specify more fields, just repeat steps 1 – 3.

Clicking on the row will allow you to change it to OR, in case you want to have different criteria selections in one filter, such as all members less than 20 years old or members over 30 years old.

Step 4 – Entering a description

You must enter a description, this will be used for the title on reports, so make it relevant. (in the example - Males between 18 and 25 who have visited since the beginning of the year)

Step 5 – Saving

Clicking on the Save Filter button will show a dialogue box requiring a file name. The name you specify here will be the name shown on the Customer database screen so make it as short and informative as possible. You are now ready to test your filter.

Editing A Filter

If you should need to edit your filter you can open it by clicking the Open Filter button. To change a selected field, click on the field on the right-hand side, change the criteria/selector and click the Update button.

Deleting A Filter

To delete a filter, select the Delete Filter button, locate the filter you wish to delete and double click it.
Note: You cannot delete default filters!


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