Module 10: Criteria & Filters - Suite Analytics Learning Hub

The Criteria Subtab

Criteria define which records are included in your saved search results. Each criterion is a filter that evaluates to true or false. Only records where all criteria evaluate to true are returned.

The Filter Equation

💡 Examples

Field	Operator	Value	Meaning
Balance	greater than	1000	Balance exceeds $1,000
Status	is	Open	Status equals "Open"
Type	is any of	Invoice, Credit Memo	Type is Invoice OR Credit Memo
Name	contains	Corp	Name includes "Corp"

Common Operators

📋 Operator Reference

Operator	Use For	Example
is	Exact match	Status is Open
is not	Exclude value	Type is not Quote
is any of	Multiple values (OR)	State is any of CA, NY, TX
is none of	Exclude multiple	Category is none of A, B
contains	Partial text match	Name contains Inc
does not contain	Exclude text	Email does not contain test
starts with	Beginning match	Phone starts with 415
greater than	Numeric comparison	Amount > 5000
less than	Numeric comparison	Quantity < 10
is empty	Null/blank check	Email is empty
is not empty	Has value	Phone is not empty

Adding Criteria

Navigate to the Criteria subtab
In the Standard sub-subtab, find the Filter dropdown
Select a field to filter on
Select an operator from the dropdown
Enter or select a value
Click Add
Repeat to add additional filters

Editing & Removing Filters

✏️ Modify Existing Filters

Edit: Click directly on the filter row to modify field, operator, or value
Remove: Select the filter and click Remove
Reorder: Filters are evaluated in order; use Move Up/Down if needed

💡 Available Filters Subtab

Filters added to the Available Filters subtab appear as dropdowns when users view the search results. This lets users adjust the search without editing the definition. Use this for date ranges, status filters, or any criteria users might want to customize.

🎯 Key Takeaways

Criteria follow the Field → Operator → Value pattern
Use "is any of" for multiple allowed values
Use "is empty" to find records with missing data
All criteria are combined with AND logic by default
Add user-adjustable filters to the Available Filters subtab

🎯 Module 10: Criteria & Filters