Filter Operators

Operators specify filter results. The operators available depend on the column selected. To add a filter to a Custom Report, follow the formula below:

Column + Operator + Value

The Column is the field you are filtering by. The Operator determines how that Column is filtered. The Value defines the result you are looking for.

The operators available depend on if the values in the column are text-based, date-based, number-based, or simply have information entered at all. See the Operators by Field Type section of this article to review the different categories.

Let’s go over a few examples to better understand the filter formula in practice. You can also watch the video tutorial at the end of our Custom Reports article for a comprehensive example.

1. If you want to filter for Contacts whose email address belongs to a certain company:

   Section: Contacts

Column: Company Email   +   Operator: Contains   +   Value: acmecorp

2. If you want to find an Event from before a certain Date:

Section: Events

Column: Date   +   Operator: Is before   +   Value: 01/20/2025

3. If you want to pull a list of Matters assigned to a specific Lead Attorney that are not closed:

   Section: Matters

Column: Lead Attorney   +   Operator: Is any of   +   Value: Name of Attorney

and

Column: Date Closed   +   Operator: Is unknown   +   Value: Unspecified

Operators by Field Type

Single-line Text, Multi-line Text, URL, Phone Number

• Is exactly
  • Filters for the exact match of the specified text value
• Contains
  • Filters for matches including the specified text value
• Does Not Contain
  • Filters for matches that do not include the specified text value
• Is known
  • Filters for matches where the field is not empty
• Is unknown
  • Filters for matches where the field is empty

Single-select, Single Checkbox, Dropdown select, Radio select

• Is any of
  • Filters for matches that include any of the selected values
• Is none of
  • Filters for matches that include none of the selected values
• Is known
  • Filters for matches where the field is not empty
• Is unknown
  • Filters for matches where the field is empty

Multi-select dropdown, Multiple Checkbox

• Is any of
  • Filters for matches that include any of the selected values
• Is all of
  • Filters for matches that include all of the selected values
  • The result must be an exact match
• Is none of
  • Filters for matches that include none of the selected values
• Is known
  • Filters for matches where the field is not empty
• Is unknown
  • Filters for matches where the field is empty

Date, Date Range

• Is
  • Filters for exact matches where the date is exactly as the specified date or time period
  • This is a dynamic field, meaning the value will always be relative to the current date
  • This is “day-based” — values include “Today”, “Yesterday”, “Next week”, “Next month”
• Is equal to
  • Filters for matches equal to the specified date or time period
  • This is “date-based” — values include the date format “mm/dd/yyy”
  • This field can be dynamic when the value is “today”, “today+n” or “today-n”
    • “n” represents a number of days
    • Enter a number instead of “n” in the value field
• Is before
  • Filters for matches where the date in the column is before a specified date
  • This is “date-based” — values include the date format “mm/dd/yyy”
  • This field can be dynamic when the value is “today”, “today+n” or “today-n”
    • “n” represents a number of days
    • Enter a number instead of “n” in the value field
• Is after
  • Filters for matches where the date in the column is after a specified date
  • This is “date-based” — values include the date format “mm/dd/yyy”
  • This field can be dynamic when the value is “today”, “today+n” or “today-n”
    • “n” represents a number of days
    • Enter a number instead of “n” in the value field
• Is between
  • Filters for matches between a start date and an end date
  • The value field will be a date range you can specify
• Is more than
  • Filters for matches from a specified number of days ago or days from now
  • This is a dynamic field, meaning the value will always be relative to the current date
  • The available values are “today”, “today+n” or “today-n”
    • “n” represents a number of days
    • Enter a number instead of “n” in the value field
• Is less than
  • Filters for matches from a specified number of days ago or days from now
  • This is a dynamic field, meaning the value will always be relative to the current date
  • The available values are “today”, “today+n” or “today-n”
    • “n” represents a number of days
    • Enter a number instead of “n” in the value field
• Is known
  • Filters for matches where the field is not empty
• Is unknown
  • Filters for matches where the field is empty

Numbers, Currency

• Is equal to
  • Filters for exact matches of a numeric value
• Is not equal to
  • Filters for matches that are not equal to the specified numeric value
• Is greater than
  • Filters for numeric values greater than the specified value
• Is greater than or equal to
  • Filters for numeric values greater than or equal to the specified value
• Is less than
  • Filters for numeric values less than the specified value
• Is less than or equal to
  • Filters for numeric values less than or equal to the specified value
• Is between
  • Filters for numeric values that fall between a specified range
  • Select a Number Range and enter a Start Number and an End Number
• Is known
  • Filters for matches where the field is not empty
• Is unknown
  • Filters for matches where the field is empty

File Attachment

• Is known
  • Filters for matches where the field is not empty
• Is unknown
  • Filters for matches where the field is empty
• Is exactly
  • Filters for the exact match of the specified text value
• Contains
  • Filters for matches including the specified text value
• Does Not Contain
  • Filters for matches that do not include the specified text value