Export Help

Data Transfer Help

Export Filter Expression

Note: A filter expression is a way to limit the records that are included in a report by specifying criteria.

The Filter section of Export contains the following fields:

Field - This field list displays all of the fields available for use in the filter. Clicking on a selection appends it to the Field Name field below.

Field Name - This Field displays the selection made from the above list.

Operator - This field contains a dropdown list of operators. Operators are typically used to compare the value of a field to some fixed specified value. Some operators in the list require special instructions:

=	equal to
<>	not equal
>	greater than
>=	greater than or equal to
<	less than
<=	less than or equal to
IN	Determines if a given value matches any value of a subquery or a list.
NOT IN	The given value does not match any value of a subquery or a list.
LIKE	Determines whether or not a given character string matches a specified pattern.
NOT LIKE	A given character string does not match a specified pattern.

The "LIKE" operator is similar to the equals operator except that it allows the right hand value to contain the wildcard "*". For example, the filter text:

sPolicyState LIKE "O*"

matches policies whose applicable law state is OH, OK or OR.

The "IN" operator allows one to specify a list of comma separated values enclosed in parenthesis. For example, the filter text:

sPolicyState IN ("OH","OK","OR")

matches policies whose applicable law state is OH, OK or OR.

The "NOT IN" operator allows one to specify a list of comma separated values enclosed in parenthesis that should specifically be excluded, For example, the filter text:

sPolicyState NOT IN ("OH","OK","OR")

matches policies whose applicable law state is anything except OH, OK or OR.

Value - This field displays the user supplied criteria. In some cases the system provides a picklist of values for you to select from.

Note: In some instances when appending a filter criteria to the filter expression you will notice that the system replaces your selected value with a numeric value. This is normal behavior. ( For Example, User_Policy.iCreatedBy = 2)

Logical - The Logical provides the simple Boolean operators AND and OR. To append your filter criteria to the filter expression box, select the appropriate logical operator. If nothing is in the filter expression the only valid button is Add. See Details below:

AND	Adds another field name to the filter expression to be considered. The system will poll the database for records that match both criteria.
OR	Adds another field name to the filter expression to be considered. The system will poll the database for records that match either criteria.
(...) AND	Adds a string(See AND)
(...) OR	Adds a string(See OR)
ADD	Adds the first field to the filter expression.

Note: The (...)AND or (...)OR buttons when selected will apply parenthesis around the entire existing filter expression and append the new criteria to the end of the expression.

Filter Expression - This field displays the actual SQL where clause.

Clear - This option clears the entire filter expression.

Validate - This option verifies the syntatical correctness of the filter expression.

Schedule Type
The Schedule Type section of the Reports page displays for Intranet customers only. Click here for details.

Note: See Menu below or at the top of the page for next export section.