Search Records by Criteria

 Overview

You can search records in a Report using the Search option displayed on the top right corner in Live mode. The Search option is supported in List, Grid and Summary Report types. Range search is supported for Date and Numeric fields.

 Steps to specify the search criteria

  • Click on the Search icon which is displayed on the top right corner of the Report, in Live mode.
  • A pane will slide in from the right, displaying the different fields present in your Form.
  • Checkmark the required field type, select various comparison operators supported for each field type, and specify the criteria value. For instance, if you want to search records from a Sales Report based on a particular Revenue value, select the operator "Greater Than" for the Revenue field.
  • For Radio, Dropdown, Checkbox and Multiselect field types, the criteria values will be pre-populated based on the configured options. The following screenshot displays the four drop-down options listed automatically for the "Region" field.
  • Only those records in the database that satisfy the search criteria will be listed. The search criteria, based on which the records have been filtered, will be listed on top. You can also save the filtered report by hovering the cursor near the report name and clicking on Save Changes.

 Search Criteria

(*) denotes string field is supported     (#) denotes number field is supported     ($) denotes date field is supported

CriteriaReturnsExample

Is (*, # and $)

Records with values that have an exact match  with the specified keywordReturns "Creator" if the keyword is specified as "Creator"

Is not (*, # and $)

Records with values which do not match at all with  the specified keywordReturns all records except "Creator" if the keyword is specified as "Creator"

Is empty (*, # and $)

Records with empty or blank valuesReturns all records where there is no value in the field

Is not empty (*, # and $)

Records with non-empty or non-blank valuesReturns all records where there is any value present in the field

Starts with (*)

Records with values starting with the specified  keywordReturns all the values starting with "Cre", for example - "Creator" if "Cre" is specified as the keyword

Ends with (*)

Records with values ending with the specified  keywordReturns all the values ending with "Tor", for example - "Creator" if "Tor" is specified as the keyword

Like (*)

Records with comparatively precise valuesReturns all the values starting with "Zoho" like "Zoho CRM", "Zoho Creator" etc if the specified keyword is Zoho*.  Similarly, *Zoho will return all the values ending with "Zoho"

Contains (*)

Records with values containing the specified  keyword Returns all the values containing the keyword. For example, it will return a value like "Creator" if "Cr" or "Ea" or "To" etc are specified as the keyword

Not Contains (*)

Records with values that do not contain the  specified keyword Returns all the values which do not contain the keyword. For example, it will return values like "Mail", "Writer" etc for keywords like "Cr" or "Ea" or "To" etc.

Less than (#)

Records with values lesser than the specified keywordReturns records with values "1", "2" and "3" if the specified keyword is "4"
Greater than (#)

Records with values greater than the specified keyword

Returns records with values  "5", "6", "7" and so on if the specified keyword is "4"
Less than or equal to (#)

Records with values less than or equal to the specified keyword

Returns records with values "1", "2", "3" and "4" if the specified keyword is "4"
Greater than or equal to (#)

Records with values greater than or equal to the specified keyword

Returns records with values "4", "5", "6", "7" and so on if the specified keyword is "4"
Between (# and $)

Records with values between the specified From and To keywords

Returns records with values "2", "3" and "4" if the specified From and To keywords are "1" and "5" respectively

Returns records with date values  "2-APR-2014" and "3-APR-2014" if the specified From and To keywords are "1-APR-2014" and "4-APR-2014" respectively

Before ($)

Records with date values that fall before the specified date

Returns records with date values "2-APR-2014", "1-APR-2014" and so on if the specified keyword is "3-APR-2014"

After ($)

Records with date values that fall after the specified date

Returns records with date values "2-APR-2014", "3-APR-2014" and so on if the specified keyword is "1-APR-2014"

Day ($)

Records with date values according to the specified keyword in terms of days

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Week ($)

Records with date values according to the specified keyword in terms of weeks

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Month ($)

Records with date values according to the specified keyword in terms of months

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Year ($)

Records with date values according to the specified keyword in terms of years

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 Related topics

Functionality based URLs to set criteria for a view | Global Search