Client Management                               Customer Query Builder                               Understanding the CQB Report Query Designer

Understanding the Customer Query Builder

Filters (continued)

Since this report query results is going to be a mailing list, and a customer may have multiple Bill To addresses, the report query should only include the Primary Bill To Address, otherwise the customer could possibly receive the same letter at multiple addresses.  An additional filter can be added to only include Primary Bill To addresses.

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Listed below are the Relation types available when creating filters.

=                    Equal to

<>                    Not Equal To

>                    Greater Than (used with numeric or date type fields)

<                    Less Than (used with numeric or date type fields)

>=                    Greater Than or Equal To (used with numeric or date type fields)

<=                    Less Than or Equal To (used with numeric or date type fields)

Is Null                    The field is empty

Is Not Null          The field contains any value

Starts With          The value entered is found at the beginning of the field

Ends With          The value entered is found at the end of the field

Contains          The value entered is found anywhere in the data

Between          The value is a range - selecting this operator will prompt for a beginning range value and an ending range value; this is typically used                                         for filtering on a specific date range.

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