This article provides tips and examples for using various operators and filtering techniques when generating reports in BestNotes, including the underscore, asterisk, and 'not equal' operator.

Permissions Required

No specific BestNotes permissions are required.

Visual Tutorial

Report Filtering Tips

NOTE: Providers are filtered by their BestNotes Username

NOTE: To get the inlist option using certain criteria choices you must first save your saved report. Then this option will be available.

_Underscore_

For Example, to display contact's birthdays per month:

  1. Select Fields to Display (Name, Age)
  2. Select Filter Criteria (Date of Birth - DOB)
  3. Select the Like operator
  4. Insert 4 underscores ____ the month XX and 2 more underscores __ (e.g. ____04__)
  5. Click View Report

*Asterix*

For example, use the * OR % sign in place of letters or numbers.

  1. e.g. search for "Washington"

Example of using underscore in report filter

Example of using asterisk for text search

  1. e.g. search by Zip codes

Not Equal Operator

For Example, find Contacts with End dates:

  1. Select Fields to Display

Example of using asterisk for zip code search

  1. Select a date field in Filter Criteria (End Date (DOD))
  2. Select the Not Equal operator
  3. Leave the next box blank (empty)
  4. Click View Report

Example of using not equal operator

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