Conditions act as intelligent editors, operating on an
"if-then-else" principle
enhancing flexibility in customizing report data presentation. They don't skip records that don't meet the criteria but rather help display their data in a relevant manner.
Dynamic Text and Date elements can be assigned with conditions, which become available once the field is mapped. Here's how it works:
- Clicking the "Add Conditions" button opens the Conditional Values popup, where the selected field is designated as "IF" and cannot be altered.
- The next field sets the condition for processing, such as "equals," "is not equal," "contains," and more, depending on the field type.
- The subsequent field is for specifying the value used to trigger the condition. This value should be manually added based on the requirement.
- The "Then" field can remain empty or be manually assigned a value. This value replaces the database value when the condition is met.
- "Else" determines what should be displayed if the condition is not met. By default, it's set to "Database Value," but it can be replaced with a custom value.
Here's how Text-type fields' conditions function:
- The "Equals" condition only processes records that exactly match the entered value in the conditioned field. It's case-sensitive, so the value must match the database case.
- The "Is not equal" condition processes records that do not exactly match the entered value in the conditioned field. The match must be exact, and it's also case-sensitive.
- The "Contains" condition processes records that contain the value entered in the conditioned field. An exact match isn't necessary, and it's not case-sensitive.
- The "Does not contain" condition processes records that do not contain the entered value in the conditioned field. An exact match isn't required, and it's not case-sensitive.
- The "Is blank" parameter handles records with an empty conditioned field.
- The "Is not blank" parameter handles records with data in the conditioned field.
Number-type fields have these conditions:
- The "Equals" condition only processes records that exactly match the entered value in the conditioned field.
- The "Is not equal" condition processes records that do not exactly match the entered value in the conditioned field.
- "More" processes values greater than the entered number (without including it).
- "Less" processes values less than the entered number (without including it).
- "More than or equal to" processes values greater than or equal to the entered number.
- "Less than or equal to" processes values less than or equal to the entered number.
- "Is blank" and "Is not blank" work as they do for text fields.
Date-type fields have the following conditions:
- "Today" takes the date when the condition is set. Note! The set date doesn't update dynamically now.
- "This week" processes records with dates from the current week when the report is generated.
- "This month" processes records with dates from the current month when the report is generated.
- "Last week" processes records with dates from the previous week compared to the report generation week (current week not included).
- "Last month" processes records with dates from the previous month compared to the report generation month (current month not included).
- "Before" processes records with dates before the entered date.
- "After" processes records with dates after the entered date.