Using the Report Filters and Downloading Data Tables

• Selecting the Filter Expression
• Filter Expression Definitions & Examples
• Downloading Data Tables

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Selecting the Filter Expression

• Most filters are going to have a default expression selected such as “is equal to” or “contains”
• To change the filter expression click on the dropdown and either select one of the most frequently used expressions or click “More” (if available) and select your preferred option

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Filter Expression Definitions & Examples

Expression	Description	Filter Example
Is equal to	Will display data that exactly matches the value selected
is not equal to	Will exclude data that exactly matches the value selected
contains	Will include data that contains the value selected. Note that when using “contains” other data may be included. For example, if a parcel has a second land use of “logging” it will also be included in the data set.
does not contain	Will exclude data that contains the value(s) selected. Note that when using “does not contain” other data may be excluded. For example, if a parcel has a second land use of “agriculture” it will also be excluded from the data set.
starts with	Will display data that starts with the value(s) selected
is null	There is no data available to populate the data field. For example: Your organization has a CRM integration, applying “is null” to the CRM Product List filter will display data for which no Product value has been assigned in your CRM and as a result there is no data to display in CamoAg.  Specific to third-party data and data sent to CamoAg from your organization.
is not null	Will display data for the filter selected that is populated with data. Specific to third-party data and data sent to CamoAg from your organization.
is empty	Data set is empty (has zero characters). For example, you want to view farms created in your organization for which no FSA Farm Number has been entered.  Specific to data manually entered by a user in your organization
is not empty	Will display data for which that particular data set is populated with information Specific to data manually entered by a user in your organization
is true	Typically used with the CRM filters to help filter contacts who have opted in or out of communications
is false	Typically used with the CRM filters to help filter contacts who have opted in or out of communications. Note: If a CRM filter is set to False, the data displayed will only include contacts in your CRM.
is falsey (null or false)	Typically used with the CRM filters. Will pull non-contacts into the report along with contacts who meet the “false” requirement of the filter type. For example: Referring to the screenshot, setting the filter to “is falsey”, would pull in non-contacts and contacts who are not marked as deceased in your CRM.

• Once you’ve selected your preferred filter expression, you can then select the value(s) you want to include or exclude in your search 

• Additional conditions can be added if needed by clicking Add Condition

• Click Update once you have selected all filters and values

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Downloading Data Tables

1

Find the data table you want to download and click the three dots then select Download

2

Scroll to the top of the page until you see the Download modal

• File Name: You have the option to rename the file before downloading
  • Format: Select the file format
  • If there are more than 500 lines of data check the box next to “Ignore current row limit and download all results”

3

Click Create File

4

The file will begin to generate. Note: Larger files may take a few seconds

5

Once the file has been created click Download