--- title: How to filter reports. description: This article explains how to filter reports within Acctivate. --- [Skip to content](https://hub.acctivate.com/articles/filter-reports#main-content) [Go to Customer Portal](https://hub.acctivate.com/tickets?hsLang=en) ![Acctivate - A CAI Solution](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg) - [Knowledge Base](https://hub.acctivate.com/articles) Open main navigation Close main navigation - [Knowledge Base](https://hub.acctivate.com/articles) - [Go to Customer Portal](https://hub.acctivate.com/tickets) - [Support Resources / Create Ticket](https://acctivate.com/support) [Support Resources / Create Ticket](https://acctivate.com/support) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://hub.acctivate.com/articles?hsLang=en) 2. [Reports](https://hub.acctivate.com/articles/reports?hsLang=en) 3. [Basics](https://hub.acctivate.com/articles/reports?hsLang=en#basics) April 14, 2025 # How to filter reports. ## This article explains how to filter reports within Acctivate. The **Report Selection Criteria** window will appear after you have selected a report to launch from the Reports menus.  This allows you to filter the report to select (or exclude) certain records. ![2016-06-08_13-45-57](https://hub.acctivate.com/hubfs/2016-06-08_13-45-57.png) **Field** The Field column contains pre-defined report fields and parameters from the Crystal Report file.  These fields are also known as Selection Prompts.  They are defined in the **Report Catalog**, located in Configuration Management on the File menu.  Crystal Reports Parameter fields are also added to this list.  Parameters are added within the Crystal Report file. **Filter** A relational operator (i.e., Filter type) must be provided to define how to filter the report on the given values.  The most common operator is *Equal To*, which will only include records where a field equals a single value.  There are different Filters available based on the data type (i.e., Text, Numeric or Date). #### Text and Numeric fields: | **Filter** | **Include records...** | | --- | --- | | All | all records, no filters | | Between | between VAlue 1 and Value 2, including both endpoints | | Equal To | with an exact match for Value 1 | | Greater Than | Greater than Value 1 | | Greater than or Equal To | greater than or equal to Value 1 | | Less Than | less than Value 1 | | Less Than or Equal To | less than or equal to Value 1  | | Like | containing the text from Value 1 Note: Use \* for a wildcard. For example, A\*C would match both ABC and ADC | | In | for a comma-separated list in Value 1 | | Not In | that are not in a comma-separated list in Value 1 | #### Date fields: | **Date Filter** | **Include records for...** | | --- | --- | | All | any date | | Today | today's date | | Week-to-date | last Sunday through today | | This Week | last Sunday through this Saturday | | Month-to-date | 1st of this month through today | | This Month | 1st through last day of this month | | Last Month | 1st through las tod of last month | | Year-to-date | Jan. 1st through today | | Before Today | all dates through yesterday | | Last year | Jan. 1st through Dec. 31st of last year | | Last year-to-date | Jan 1st through today's date of last year | | Between | between Value 1 and Value 2, including both end dates | | Equal To | an exact match of Value 1 | | Not Equal To | all dates except Value 1 | | Greater Than | dates after Value 1 | | Greater Than or Equal To | dates on or after Value 1 | | Less Than | dates before Value 1 | | Less Than or Equal To | dates on or before Value 1 |   **Value 1 and Value 2** You will provide only **Value 1** to filter a report on a single value (e.g., Order Number *Equal To *12345).  **Value 2** is only required when using the **Between** operator (e.g., Order Number *Between* 12345 and 12350). - 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