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How do I use a Comparison Filter in a report? (Native Reporting)
How do I use a Comparison Filter in a report? (Native Reporting)
Updated over 2 months ago

Comparison Filters allow you to compare the values stored within two columns and filter for records where the values have a particular comparison with each other. For example, you can filter a report for records where their post-test scores are higher than their pre-test scores or vice versa.

Note: You can only compare columns that have the same data type. For example, date columns can only be compared to other date columns and numeric columns can only be compared to other numeric columns. The only workaround available is if you're comparing a date column to a text column. For example, if your organization used a text field to record dates in DD/MM/YYYY format instead of a date field, you could use a special Text Calc column to combine both fields with a static blank value then compare the Text Calc columns to each other.

Follow the steps listed below to learn how to set up a Comparison Filter.

Step 1: Apply a comparison to a filter

Click here to learn how to add a report filter. Within the filter's properties, check the 'Comparison' box under Options.

This will affect the dropdowns available to you as you continue to build out the filter.

Step 2: Create your rule

In the Rule section, choose the columns you want to include in your comparison then define what value comparison you're looking for in the middle dropdown field.

We're looking to filter our report for records whose current monthly income is greater than the income that was recorded at their program intake, so we selected our fields accordingly.

The available options for comparisons to filter values by are: Equals, Is Greater Than, Is Less Than, Begins With, Ends With, and Contains.

Note: When comparing two text columns, capitalization within the values is ignored. For example, if one record was entered as "No" and another was entered as "no," they would be considered equal to each other.

Step 3: Save your changes

Select Apply to save your filter and refresh the report data.

Now our report shows us participants who have made progress in their income since their program intake form was recorded.

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