---
title: "Create Criteria For a Report"
slug: "create-criteria-for-a-report"
description: "How to set report criteria (filters) in infoodle: operators for text, date, number, yes/no and selection fields, plus AND logic for combining criteria."
updated: 2026-10-17T04:36:00Z
published: 2026-10-17T04:36:00Z
canonical: "help.infoodle.com/create-criteria-for-a-report"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Criteria For a Report

Criteria are the filters you use when building reports. This article explains operators, how to combine criteria, and special options like date ranges and financial filters.

              
              

See the following pages on specific report areas for step-by-step instructions on building reports: [Asset Reports](/v1/docs/asset-reports) [People - Notes Reports](/v1/docs/people-notes-reports) [People Reports](/v1/docs/people-reports)

## Operators

Operators control how criteria work. Available operators depend on the field type:

**Text fields:** equals, contains, starts with, ends with, does not equal, does not contain, is empty, is not empty

**Date fields:** equals, is before, is after, is within last, is within next, is not set

**Number fields:** equals, is greater than, is less than, is greater than or equal, is less than or equal

**Yes/No fields:** is, is not

**Selection fields:** includes, does not include, equals

## Combining Multiple Criteria

Multiple criteria work together with AND logic - a record must match ALL criteria to appear in results.

**Example:** Status - equals - Active, and, Joined date - is after - 2023-01-01, and, Groups - includes - Finance Team.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-VJVNM5PE.png)

              Tips

              

**Test before exporting** — Always view results first to confirm the right records appear **Use relative dates for saved reports** — They automatically update each time you run the report **Text matching is case-insensitive** — "john" matches "John" **Use "is empty" or "is not empty"** to find records with blank fields

              Related Articles

              

[Special Reports](/v1/docs/special-reports-2) [Finance Reports](/v1/docs/finance-reports)