Filters are used to narrow the results of your data to suit your needs on Reports, Forms, Auto Actions, Checklists, and Permissions.
Default Filters
Filters applied to a report from Report Builder.
Report Filters
Filters that narrow results for a specific purpose are set on the report directly, and are temporary.
Search
The most advanced way to filter is by using the Search button on the Report toolbar. This feature allows you to search for records using values that may not be shown on the report or to select multiple criteria for your specific need.
When you click the Search button a filter page will open. Should you have any existing filters applied to the report, those will be listed.
Add a Filter
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In SAM, open a Report, Form, Auto Action, Checklist Section, or Permission that needs to be limited in scope > access the Filter section > click Add Filter > select a Table > select the field to filter by > select an operator that describes your request > enter the filter value > select Results Must Match All Filters or Results Must Match Any or Some Filters > Save |
Different operators will be available depending upon the field type that you selected.
You can always re-open the Search button to add, delete or modify the filters.
Results Must Match All Filters
This is an “and” operator. Every filter applied must be true in the results.
Filter Setup:
Results: Three donations were made in 2012 which were also greater than $200 last year.
Results Match Any or Some Filters
This is an “or” operator. It allows the results to display the first filter and the subsequent filters; any of the criteria can be true.
When this option is chosen, a Must Match checkbox will open next to each filter. Therefore, all filters can match, but when Must Match is checked, that specified criteria, must be in the results.
Filter Setup: 
Results: There were more donations made between the current year and last year and all were greater than $200 (Must Match). Results Must Match All or Any makes a difference in the results on the report. 
Filter Groups
Filter Groups allow you to setup complex queries by grouping sets of filters together. Filter Groups can be used on Reports, Auto Actions, Permissions, and Checklists.
Enable Filter Groups
The option to enable Filter Groups will appear below the Save button once you have at least 2 filters.
Click 'Enable Filter Groups' and drop-down lists will appear at the end of each filter row, and a 'Filter Groups Match' section will appear at the bottom.
Moving Filters Between Groups
Filter Groups are separated using Alphabetical letters. There is a maximum of 26 filter groups. To move a filter to a different filter group, select a different letter from the drop-down list.
Filter Groups Match
Select 'AND' or 'OR' between each Filter Group.
Disable Filter Groups
To disable Filter Groups click on Disable Filter Groups below the Save button. This will keep all your filters but they will no longer be in groups.
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