Upsales filter terminology explained.
This article covers:
|Use when you want to
|Is blank/is not blank
|Show/hide fields with/without data
|Filter by keywords
|Ends with/doesn't end with
|Filter using letters at the end of a value
|Include specific values
|Exclude specific values
Matches/doesn't match with (advanced)
|Filter using syntax
Matches user attribute
|Filter based on user's attributes
Is null/is not null
|Show/hide data where selected field does/doesn't apply
These are dynamic to guide you based on your chosen criteria. The examples below are from Upsales Insights:
Example 1: Complete dates
Choose is in the past 3 months. Upsales offers you the option to choose complete months. This would exclude the current month:
Example 2: relative or absolute
Choose is before and Upsales offers you a choice between absolute and relative periods:
Use when you want to
Show all time periods in your Upsales account. Also useful for testing dashboards before launching.
|Choose between absolute (fixed day) or relative (in relation to the day). See example 2 above
|Is in the past
|Choose past and current period. For example, use In the past 3 months to measure sales for the current month and 2 previous.
|Is on the day
|View data for an exact date
|Is in range
Customise time periods.
Note the "until" field asks you to choose the date before the range end. So if your range is April, set the range until 1 May:
|Is in the year
View data for a specific year