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 |
Date filters
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:
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 |