| Criteria Filter | Calculation/Explanation | Example |
|---|---|---|
| Equals | Is the same, such as number, amount or text. | Surname Equals Smith will return results with the surname Smith. |
| Does Not Equal | Is different, such as number, amount or text. | Surname Does Not Equal Smith will return all results for surnames except Smith. |
| Like | This is only used in conjunction with a wildcard character. For more information on wildcard characters, view Creating a Report - Wildcard Characters. | Return Claims from a list of users where Surname Like T%. This will return a list of claims for users whose surname begins with T, for example, Thompson, Thacker etc. |
| Not Like | This is only used in conjunction with a wildcard character. For more information on wildcard characters, view Creating a Report - Wildcard Characters. | Return Claims from a list of users where Surname Not Like T%. This will return a list of claims for users whose surname does not begin with T, for example, Davis, Smith etc. |
| Contains Data | The chosen criteria must contain data within the cell (e.g. alphanumeric) | Return Employees where the Payroll Number Contains Data. This brings back a list of vehicles that have data entered into the Payroll Number field. |
| Does Not Contain Data | The chosen criteria must not contain data within the cell (e.g. alphanumeric) | Return Vehicles where the MOT Test Number Does Not Contain Data. This brings back a list of vehicles that have nothing entered into the MOT Test Number field. |
| In | Where the report data is In a group of values. | Return Claims from a list of users where First Name In ‘Mary’, ‘Sam’. This returns a list of claims for users whose first name is Mary or Sam. |
| Greater Than | Where the report data is Greater Than a value. | Return Claims where Claim Amount Payable is Greater Than £50. |
| Less Than | Where the report data is Less Than a value. | Return Claims where Claim Amount Payable is Less Than £50. |
| Greater Than or Equal To | Where the report data is Greater Than or Equal To a value | Return Claims where Claim Amount Payable is Greater Than or Equal To £50. |
| Less Than or Equal To | Where the report data is Less Than or Equal To a value. | Return Claims where Claim Amount Payable is Less Than or Equal To £50. |
| Between | Where the report data is Between two values but does not include the values themselves. | Return Approved Claims where the Date Approved is Between 01/01/15 and 01/01/16. This will return Approved Claims between 01/01/15 and 01/01/16 but not including these specific dates. |
| On | Where the report data is On a value. | Return Approved Claims where the Date Approved is On 01/01/15. |
| Not On | Where the report data is Not On a value. | Return Approved Claims where the Date Approved is Not On 01/01/15. |
| After | Where the report data is After a value. | Return Approved Claims where the Date Approved is After 01/01/15. |
| Before | Where the report data is Before a value. | Return Approved Claims where the Date Approved is Before 01/01/15. |
| On or After | Where the report data is On or After a value. | Return Approved Claims where the Date Approved is On or After 01/01/15. |
| On or Before | Where the report data is On or Before a value. | Return Approved Claims where the Date Approved is On or Before 01/01/15. |
| Yesterday | Start Date: Yesterday (@ 00:00 hours). End Date: Yesterday (@ 23:59:59). | Return Approved Claims where the Date Approved is Yesterday. |
| Today | Start Date: Today (@ 00:00 hours). End Date: Today (@ 23:59:59). | Return Approved Claims where the Date Approved is Today. |
| Tomorrow | Start Date: Tomorrow (@ 00:00 hours). End Date: Tomorrow (@ 23:59:59). | Return Employees whose vehicle Tax Expiry Date is Tomorrow. |
| Next 7 Days | Start Date: Retrieves Today’s Date (@ 00:00 Hours). End Date: Retrieves Today’s Date (@ 00:00 Hours), adds 8 days and subtracts 1 second (equating to a week from report run date @ 23:59:59). | Return Employees whose vehicle Tax Expiry Date is in the Next 7 Days. |
| Last 7 Days | Start Date: Retrieves Today’s Date (@ 00:00 Hours) and subtracts 7 days. End Date: Retrieves Today’s Date (@ 00:00 Hours), adds 1 day and subtracts 1 second (equating to report run date @ 23:59:59). | Return Employees if their Vehicle Start Date was within the Last 7 Days. |
| Next Week | Start Date: Retrieves the StartofWeek of the current week (always Sunday @ 00:00 hours) and adds 7 days to calculate the Start Date. End Date: Uses the Start Date (Sunday @ 00:00), adds 7 days and subtracts 1 second (Saturday @ 23:59:59). | Return Employees whose vehicle Tax Expiry Date is in the Next Week. |
| Last Week | Start Date: Retrieves the StartofWeek of the current week (always Sunday @ 00:00 hours) and subtracts 7 days to calculate the Start Date. End Date: Uses the Start Date (Sunday @ 00:00), adds 7 days and subtracts 1 second (Saturday @ 23:59:59). | Return Employees if their Vehicle Start Date was Last Week. |
| This Week | Start Date: Retrieves the StartofWeek of the current week (always Sunday @ 00:00 hours). End Date: Uses the Start Date (Sunday @ 00:00 hours), adds 7 days and subtracts 1 second (Saturday @ 23:59:59). | Return Employees whose vehicle Tax Expiry Date is This Week. |
| Next Month | Start Date: Retrieves the 1st day of the current month and year then adds 1 month. End Date: Uses the Start Date and calculates how many days are in that month. End Date is then set on the last day of the month @ 23:59:59. | Return Employees whose Last Working Day is Next Month. |
| Last Month | Start Date: Retrieves the 1st day of the current month and year then subtracts 1 month. End Date: Uses the Start Date and calculates how many days are in that month. End Date is then set on the last day of the month @ 23:59:59. | Return Vehicle Journey Rates which were modified Last Month. |
| This Month | Start Date: Retrieves the 1st day of the current month and year. End Date: Uses the Start Date and calculates how many days are in that month. End Date is then set on the last day of the month @ 23:59:59. | Return Internal Support Tickets which were Created By John Smith within This Month. |
| Next Year | Start Date: Retrieves the current calendar year then adds 1 year. The Start Date is then set as the 1st January of that year. End Date: Retrieves the current calendar year then adds 1 year. The End Date is then set as the 31st December @ 23:59:59 on that year. | Return Vehicles which have an End Date Next Year. |
| Last Year | Start Date: Retrieves the current calendar year then subtracts 1 year. The Start Date is then set as the 1st January of that year. End Date: Retrieves the current calendar year then subtracts 1 year. The End Date is then set as the 31st December @ 23:59:59 on that year. | Return Vehicles which have a Start Date Last Year. |
| This Year | Start Date: Retrieves the current calendar year. The Start Date is then set as the 1st January. End Date: Retrieves the current calendar year. The End Date is then set as the 31st December @ 23:59:59. | Return Internal Support Tickets which were Created By Jane Smith within This Year. |
| Next Tax Year | Retrieves the current day and month. If the current month is April or later then: Start Date = the current year plus 1 year on 06/04 (6th April). End Date = the current year plus 2 years on 05/04 (5th April) @ 23:59:59. If the current month is prior to April then: Start Date = the current year on 06/04 (6th April). End Date = the current year plus 1 year on 05/04 (5th April) @ 23:59:59. | Return Pay Scales (UDF) which have an End Date in the Next Tax Year. |
| Last Tax Year | Retrieves the current day and month. If the current month is April or later then: Start Date = the current year minus 1 year on 06/04 (6th April). End Date = the current year on 05/04 (5th April) @ 23:59:59. If the current month is prior to April then: Start Date = the current year minus 2 years on 06/04 (6th April). End Date = the current year plus 1 year on 05/04 (5th April) @ 23:59:59. | Return Claims which were paid Last Tax Year. |
| This Tax Year | Retrieves the current day and month. If the current month is April or later then: Start Date = the current year on 06/04 (6th April). End Date = the current year plus 1 year on 05/04 (5th April) @ 23:59:59. If the current month is prior to April then: Start Date = the current year minus 1 year on 06/04 (6th April). End Date = the current year on 05/04 (5th April) @ 23:59:59. | Return Claims which have been paid This Tax Year. |
| Next Financial Year | Retrieves the financial years which you have configured within your system. Start Date – Uses the Start Date for the financial year and adds 1 year. End Date – Uses the End Date for the financial year and adds 1 year. | Return Pay Scales (UDF) which have an End Date Next Financial Year. |
| Last Financial Year | Retrieves the financial years which you have configured within your system. Start Date – Uses the Start Date for the financial year and subtracts 1 year. End Date – Uses the End Date for the financial year and subtracts 1 year. | Return Claims which were paid Last Financial Year. |
| This Financial Year | Retrieves the financial years which you have configured within your system. Start Date – Uses the Start Date for the financial year. End Date – Uses the End Date for the financial year. | Return Claims which have been paid This Financial Year. |
| Last X Days | Start Date - Retrieves today’s date (date that the report is run) and subtracts X days (x = the number of days entered into the Number of Days field for the filter criteria). End Date – Retrieves today’s date (@ 00:00 hours), adds 1 day and subtracts 1 second. Therefore the End Date will be the date that the report is run @ 23:59:59. | Return Employees whose Termination Date was within the Last 10 Days. |
| Next X Days | Start Date - Retrieves today’s date (date that the report is run). End Date – Retrieves today’s date (@ 00:00 hours), adds X days (x = the number of days entered into the Number of Days field for the filter criteria) and subtracts 1 second. Therefore the End Date is exactly the chosen number of days after the Start Date @ 23:59:59. | Return Employees whose Termination Date is within the Next 20 Days. |
| Last X Weeks | Start Date - Retrieves today’s date (date that the report is run) and subtracts X weeks (x = the number of weeks entered into the Number of Weeks field for the filter criteria). End Date – Retrieves today’s date (@ 00:00 hours), adds 1 day and subtracts 1 second. Therefore the End Date will be the date that the report is run @ 23:59:59. | Return Employees whose Termination Date was within the Last 2 Weeks. |
| Next X Weeks | Start Date - Retrieves today’s date (date that the report is run). End Date – Uses the Start Date (@ 00:00 hours), adds X weeks (x = the number of weeks entered into the Number of Weeks field for the filter criteria), adds 1 day then subtracts 1 second. Therefore the End Date is exactly the chosen number of weeks after the Start Date @ 23:59:59. | Return Employees whose Termination Date is within the Next 2 Weeks. |
| Last X Months | Start Date – Creates a new instance of a date based on the current month/year and sets the day as the 1st day of the month. The system then subtracts X months (x = the number of months entered into the Number of Months field for the filter criteria) from this date. End Date – Retrieves today’s date, adds 1 day then subtracts 1 second. Therefore the End Date will be the day that the report is run @ 23:59:59. | Return Employees whose Termination Date was within the Last 6 Months. |
| Next X Months | Start Date – Creates a new instance of a date based on the current month/year and sets the day as the 1st day of the month. End Date – Uses the Start Date, adds X months (x = the number of months entered into the Number of Months field for the filter criteria) then subtracts 1 day. | Return Employees whose Termination Date is within the Next 10 Months. |
| Last X Years | Start Date – Creates a new instance of a date based on the current year and sets the date as 01/01 (1st January). The system then subtracts X years (x = the number of years entered into the Number of Years field for the filter criteria) from this date. End Date – Creates a new instance of a date based on the current year and sets the date as 31/12 (31st December) @ 23:59:59. | Return Employees whose Termination Date was within the Last 3 Years. |
| Next X Years | Start Date – Creates a new instance of a date based on the current year and sets the date as 01/01 (1st January). End Date – Creates a new instance of a date based on the current year and sets the date as 31/12 (31st December) @ 23:59:59. The system then adds X years (x = the number of years entered into the Number of Years field for the filter criteria) to this date. | Return Employees whose Termination Date is within the Next 2 Years. |
