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Categories Reports
Created by Kellen Hawley
Created on Jul 26, 2023

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Filter fields on "Organization" by "does not contain"

Currently, custom fields on objects like Organization and Proxy Votes can be filtered by "contains", "is blank", and "is not blank". But there are a fair number of reports that we need to filter by fields that have many different values, wherein we only need to exclude one.

For example, we need to filter a report by an Organization custom field called "Account Status". There are multiple values we want to show ("Pending", "Active", etc) while excluding only one value ("Inactive").

  • ADMIN RESPONSE
    Aug 1, 2023

    Thank you for your idea. This is currently possible using advanced filters and selecting the NONE operator.

    You can read more on how to use advanced filters here.

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  • Admin
    Nathaniel Collum
    Reply
    |     Aug 1, 2023

    Thanks for sharing this idea. Have you tried using an advanced filter?

    To do this, add the "Account status" filter, and then click the edit filter button.

    1. Click "Advanced"

    2. Set dropdown to "None"

    3. Select the account status that you want to exclude

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