Reference · Using Business Assistant
Filters
A filter is a short formula on one field. Type it in the filter pane (Filter, then Add filter), in a column’s Filter…, or in a report’s Filters. The same syntax works for codes, text, numbers, dates and options.
The syntax
| Filter | Shows | Example |
|---|---|---|
value or =value | Exactly that value | C000001 |
<>value | Anything but that value (blanks included) | <>BAKERY |
>value, >=value, <value, <=value | Greater or less than | >100000 |
from..to | From one value to another, both included | 1000..2000 |
from.. | From a value on | 01/10/2026.. |
..to | Up to a value | ..31/10/2026 |
A|B | Either | SALES|ADMIN |
A&B | Both conditions | >1000&<2000 |
( ) | Groups conditions | (1000..2000)|5000 |
* | Any characters, in text | *bread*, FG* |
? | One character, in text | ?000001 |
@ | Ignores upper and lower case, in text | @*kisementi* |
'' | Blank | '' |
<>'' | Not blank | <>'' |
'…' | Taken as it is, special characters included | 'A|B' |
Write a quote inside quotes twice: 'St. Kizito''s'.
By kind of field
| Field | Notes |
|---|---|
| Code and text | Compared as typed; add @ to ignore case. Wildcards * and ? work only on text. |
| Number | Typed without thousands separators: >100000, not >100,000. |
| Date | Any date form: t, t-7..t, 0110..3110, fy..t. |
| Date and time | A date alone takes the whole day (t is all of today); a time can follow, as 14/10/2026 14:30. |
| Yes/No | Yes or No. |
| Option | The option’s name, as Open or Released; several with |. Options can only be compared as equal or not equal. For an option shortened on screen, such as Positive Adjmt., use the column’s Filter to This Value. |
Examples at Passion Bakery
| On | Filter | Shows |
|---|---|---|
| Customer Ledger Entries, Open | Yes | What customers still owe |
| Customer Ledger Entries, Due Date | ..t-1 | With Open = Yes: what is overdue |
| Item Ledger Entries, Item No | RM* | Ingredients only |
| Item Ledger Entries, Location | BAKERY|SHOP | The bakery and the shop, not the van |
| General Ledger Entries, GL Account No | 220000..229999 | Cost of sales |
| Chart Of Accounts, Date Filter | fy..t | Net change for the year so far |
| Customers, Name | @*school* | St. Kizito Boarding School |
Your own user name
%me in a filter stands for the signed-in user’s name, so a filter such as Username = %me shows each person
their own records.