Filters and sorts

For:Administrator

This page lists all the operators available to filter an exploration, as well as the rules of filter combination and multi-field sorting.

Principle: « type-aware » operators

When you add a filter, Unisoft looks at the type of the chosen field and only proposes the relevant operators.

For example, a « Payment date » field offers before, after, between… but never contains (which doesn't make sense on a date).

The six main types are:

Type	Field examples
TEXT	Last name, first name, email, comment, label
ENUM	Payment method, source, type, reason, category
NUMBER	Quantity, numeric identifier
MONEY	Amount, bank fees, pledged amount
DATE / DATETIME	Creation date, payment date, due date
BOOL	Archived, Gift Aid, accepts emails

TEXT — free text

For text fields (last name, first name, email, comment, label…).

Operator	Behavior	Example
contains	The text is present somewhere in the value	Name contains « Cohen » → Cohen, Bensimon-Cohen, Cohenovici
is exactly	The value is strictly equal	Email is exactly david.cohen@exemple-unisoft.org
starts with	The text is at the start of the value	Name starts with « Lev » → Lévy, Levin, Levitch
ends with	The text is at the end of the value	Email ends with @exemple-unisoft.org
is empty	The field has no value	Email is empty → contacts without an email
is not empty	The field has any value	Phone is not empty

★

Case-insensitive

Text comparisons ignore case: « Cohen » and « cohen » give the same result.

ENUM — list of choices

For fields with a fixed list of values (payment method, source, type, category…).

Operator	Behavior	Example
is one of	The value is in the selected list	Method is one of [check, cash]
is not one of	The value is not in any selected value	Source is not one of [admin]
is empty	The field has no value	Category is empty

ℹ

Multiple selection

The « is one of » and « is not one of » operators accept several values simultaneously. To keep only one value, select only one.

NUMBER — integer or decimal number

For numeric fields without a monetary dimension.

Operator	Behavior	Example
= (equal to)	Exact value	Quantity = 1
≠ (different from)	Any value except	Quantity ≠ 0
> (strictly greater)	Strictly greater	Quantity > 5
≥ (greater or equal)	Greater or equal	Quantity ≥ 10
< (strictly less)	Strictly less	Quantity < 100
≤ (less or equal)	Less or equal	Quantity ≤ 50
between	In the interval (bounds included)	Quantity between 10 and 50
is empty	No value	Quantity is empty

MONEY — amount in euros

For monetary fields (amount, bank fees, organization fees, pledged amount…).

Same operators as NUMBER, with a particularity of entry:

ℹ

Entry in euros, storage in cents

You enter amounts in euros (e.g. 100 for €100, or 12.50 for €12.50). Unisoft automatically converts to cents on the server side for comparison. You never have to manipulate cents yourself.

Examples:

• Amount ≥ 100 → all payments of €100 or more
• Amount between 50 and 200 → payments of €50 to €200 inclusive
• Bank fees > 5 → payments with more than €5 of fees

DATE / DATETIME — date (and time)

For dates (payment date, creation date, due date…).

Operator	Behavior	Example
on	Exact date (full day)	Payment date on May 14, 2026
before	Date strictly earlier	Date before April 1, 2026
after	Date strictly later	Date after March 31, 2026
between	In the date interval (inclusive)	Date between January 1 and March 31, 2026
is empty	No date	Send date is empty
is not empty	Date filled	Send date is not empty

★

Smart date picker

The value field offers a mini-calendar to avoid entry errors. For intervals, two calendars appear side by side (start → end).

BOOL — yes / no / undefined

For boolean fields (Archived, Gift Aid, Accepts emails…).

Value	Behavior
Yes	The field is true
No	The field is explicitly false
Undefined	The field has never been filled

⚠

No ≠ Undefined

On a field like « Accepts emails », No means « the contact has explicitly refused », while Undefined means « the contact has never answered the question ». These two populations are different — choose based on your real need.

Filter combination (AND only)

All added filters are combined with AND: a row only appears in the results if it validates all conditions simultaneously.

Example: three filters on a Payments view

Amount ≥ 100
Date between Jan 1 and Mar 31, 2026
Method is one of [check, transfer]

A row will only display if it verifies all three at once.

⚠

No OR in V1

The combination of filters with OR is not available in V1. If you need an « X or Y » logic, you have to create two separate views and cross-reference the results at export, or see if you can express the need with « is one of » (e.g. Method is one of [check, transfer] is equivalent to Method = check OR Method = transfer).

Multi-field sorting

Sorting allows you to order the rows of the results table.

Add a sort

In the Sorts tab:

1. Click Add a sort
2. Choose the field to sort on
3. Choose the direction: ascending (A→Z, 1→9, old→recent) or descending (Z→A, 9→1, recent→old)

Stack several sorts

You can add several stacked sorts. The first one is the primary, the following ones only apply in case of equality on the previous one.

Example: on a Payments view

Order	Field	Direction	Effect
1	Payment date	descending	The most recent payments at the top
2	Amount	descending	At equal date, the largest amount at the top

Quick sort from the header

You can also click a column header of the preview table to activate a quick sort on that field. It's faster when you want to adjust a single sort on the fly.

Common pitfalls

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Date « on » vs « between »

The on operator selects an entire day (from 00:00 to 23:59). If you want an interval, use between. If you forget to filter by date on a large entity (Payments), the table may bring up tens of thousands of rows.

⚠

Interval consistency

Check that the low bound is indeed before the high bound in a between operator — otherwise your filter will return no rows.

Going further

• Create an exploration — the complete procedure
• Available entities — the 7 entities and their fields
• Export data — formats and limits