Filter terminology – Upsales Help Centre

Upsales filter terminology explained.

This article covers:

Value filters

Filter name	Use when you want to
Is blank/is not blank	Show/hide fields with/without data
Contains/doesn't contain	Filter by keywords
Ends with/doesn't end with	Filter using letters at the end of a value
Is	Include specific values
Is not	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:

Choose is in the past 3 months. Upsales offers you the option to choose complete months. This would exclude the current month:

Choose is before and Upsales offers you a choice between absolute and relative periods:

Filter name	Use when you want to
Anytime	Show all time periods in your Upsales account. Also useful for testing dashboards before launching.
Is before	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