Client Management Customer Query Builder CQB Design Elements Filters
Understanding the Customer Query Builder (continued)
Filters
Filters are used to include or exclude records from the report query. Each Filter is based on a Data Field to which a Relation is applied and criteria selected from a drop-down list or typed in by the User.
For example a report query is being designed to create a list of customers that are actively being billed for recurring services. This list will be used to send out a letter notifying the customer the company is now accepting automated credit card payments. A filter may be created which will include only customers where the customer status is equal to AR (Active Recurring). Below is how this filter would be created.
ss3014