---
title: "Create Criteria For a Report"
slug: "create-criteria-for-a-report"
updated: 2026-05-06T02:16:38Z
published: 2026-05-06T02:16:38Z
---

> ## 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.

:::(Info) ()
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){height="150" width=""}


:::(Info) (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
:::

:::(Info) (Related Articles)
[Special Reports](/v1/docs/special-reports-2)
[Finance Reports](/v1/docs/finance-reports)
:::