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1.7. The Exists filter

Each section includes an "Exists" filter.

By selecting "Yes" for the filter, you ensure that only rows with existing data are displayed.

 

Use Case 1

One use case may be choosing an output from the Company section and setting the "Exists" filter to "Yes" in the Interactions section. This will yield records that have any sort of interaction recorded.

Conversely, selecting "No" will display records which have not had any interactions.

 

Use Case 2

Another use case may be choosing an output from the Company section and setting the "Exists" filter to "Yes" in the Bookings section. This will yield records that have any bookings recorded for events/training courses.

Conversely, selecting "No" will display records which do not have any bookings.

 

Using Exists with dates or other filters

Using the Exists filter in conjunction with time frames or other filters follows a set logic.

Selecting a "No" Exists filter for a subsection (e.g. Booking > General) means any additional filters applied to that subsection will cumulate, and the corresponding data will be excluded from the results.

For instance, if you create a report as shown in the screenshot, the process is as follows:

 

1. Retrieve all company names.
2. Identify which companies from the above list made a booking in the previous calendar year.
3. Because a "No" Exists filter has been used remove the companies identified in Step 2 from the initial list and present the remaining data.

Knowledge Tags

Reports  /