When you're creating a report or doing an advanced search operation, often you want to see only records that fall within specific parameters. For instance, you may want to see records that are assigned to a particular user, or only those records with a certain status. To do so, you set initial filter criteria to tell Quickbase what values the data must match to meet your requirements and appear in the set of records returned.
Note: Setting initial filter criteria differs from configuring dynamic filters. The initial filter criteria determine what records are shown when the report or search is run. The dynamic filters are shown along with the query results.
If you want to filter on List - User fields, you need to understand how the operators you choose will affect your results. Learn more about filtering records with multiple values.
Note: If you use the Report Builder, you can create both simple and complex queries. Learn more about building queries.
Create a filter
When you create a filter, you're telling Quickbase to return only records that have passed some rule or condition you've created. To create a condition, you specify the following:
The field you want to filter on.
An operator.
A matching value or a value in another field.
Compare a field to a specific value
You can create reports that find records where fields match a certain value that you specify.
Compare the value in one field to the value in another
You can also write reports that find records where a field value matches the value in another field of the same type.
Filter on dates relative to today's date
When filtering on dates, you can use the following operators to compare a date field with a specific date you enter:
is equal to
is not equal to
is before
is after
is on or before
is on or after
Add and remove filter criteria
If you want to specify criteria for more than one field, Quickbase makes it easy.
Reorder filter criteria
If you are working with a lot of data, sometimes re-ordering your filter criteria will speed up reporting.
Report on file attachment fields
You can choose to filter on records that contain file attachments that contain certain words or phrases. See Search for or within a Document for information on how to build search criteria for file attachments.
Filter example
Imagine that you have a project management application, and are creating a Table report to display only the tasks assigned to Colleen Garton.
Select Filter tasks.
From the list of fields in the dropdown that appears, select the field containing the value you want to filter on.
From the list of operators in the second column, select the operator that qualifies the value you're about to specify.
In the third column, specify the resource whose tasks you want to display.
Select Display in the Page bar to show the new report.