Apricot's Report Filter is designed to generate customized results to fulfill a variety of reporting needs. When more than one filter has been added to a report section, you will have the option to modify how and when those filters are run.

1. Clicking into the box below "Filter Logic" allows you to customize how the filters run.

In the default setting, the Filter Logic is set to run all the filters on all the data - it will only show results that qualify after all the filters have been run on the data.

The default in filter logic is "1 and 2 and 3 and...." applying all filters onto the report. This means that all three conditions must be met for a record to show up on the report.

You can add "or" between two filters and the report will show results that have at least one of the answers you are looking for. Enclose "or" conditions with parentheses. For example, "1 and 2 or 3" will need parentheses added to become "1 and (2 or 3)".

2. Once your filters have been set, publish your report.

This report on client demographics is being filtered in three ways:

Let's Walk Through Some Examples
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If we set the filter logic as "(1 or 2) and 3", the conditions that need to be met are:
1 and 3: Female AND over 10
or
2 and 3: Nonwhite AND over 10
So the filter logic here essentially asks the report to show all females over 10 and all nonwhite clients over 10. 

If we set the filter logic to "1 or (2 and 3)", the conditions that need to be met are:
1: Female
or
2 and 3: Nonwhite AND Over 10
So the filter logic here essentially asks the report to show all females and any nonwhite client over the age of 10. 

As a general rule, if you use "or" logic you will almost always want to use parentheses around the two filters that have the "or" in between them as long as they apply to the same field, such as End Date being used twice. You may also like to use them to ensure it is filtering as expected. There are more complex filter logic options too. Let's go over some hypothetical examples:

Example One: Show us all Services in January 2021 where the Program = A as well as any service provided in the city of Austin even if it's not Program A
​Filter Logic: (1 and 3 and 4) or 2
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​Example Two: Show us all Services in January 2021 where the Program = A and the city is Austin
​Filter Logic: 1 and 2 and 3 and 4
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​Example Three: Show us all Services in January 2021 or any Service (regardless of date) that Program = A and city is Austin
​Filter Logic: (1 and 2) or (3 and 4)

It is important to consider the conditions you set in you filter logic to make sure the report generates the information you need it to.
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For more information on Reporting in Apricot, please see the Help Center section on Building Reports.