Filters and Exporting

Building Filters

Filters are the core of how you find and segment data in Qik. Whether you're building a smart list, searching in a list view, or targeting a campaign, filters use the same powerful query system.

Filter Structure

Each filter consists of three parts:

• Field — Which field to filter on (e.g. 'Email', 'Date of Birth', 'Status')
• Comparator — How to compare the value (e.g. 'contains', 'equals', 'is before')
• Value — The value to compare against (e.g. 'gmail.com', '2000-01-01', 'active')

Filter Operators

When you have multiple filters, you need to specify how they combine:

• AND — All filters must match. Use this when you want to narrow results (e.g. status is active AND age is over 18)
• OR — Any filter can match. Use this when you want to broaden results (e.g. city is Sydney OR city is Melbourne)
• NOR — None of the filters should match. Use this to exclude results (e.g. NOT tagged as 'inactive' AND NOT tagged as 'archived')

Available Comparators

The comparators available depend on the field type:

Text Fields

• contains — Field contains the value anywhere in the text
• startswith — Field starts with the value
• endswith — Field ends with the value
• equals / equal — Field exactly matches the value
• empty — Field has no value
• notempty — Field has a value

Number Fields

• equal — Exactly matches the number
• greater — Greater than the value
• lesser — Less than the value
• between — Falls between two values

Date Fields

• datebefore — Date is before the specified date
• dateafter — Date is after the specified date
• datebetween — Date falls between two dates
• anniversary — Matches the anniversary of a date (useful for birthdays)

Collection Fields

• in — Value is in the specified set
• notin — Value is not in the specified set

Boolean Fields

• equal — Is true or false

Complex Filter Logic

You can combine AND and OR operators to build sophisticated queries. For example, to find 'all active members who live in Sydney or Melbourne and are over 18':

• AND operator at the top level
• Filter: status equals 'active'
• Filter: age greater than 18
• OR group containing: city equals 'Sydney', city equals 'Melbourne'

Exporting Data

You can export the results of any filtered list or smart list to CSV:

1. Navigate to the list view or open a smart list
2. Apply any additional filters if needed
3. Click the Export button
4. The system will generate a CSV file with all matching results
5. Download the file when it's ready

The exported CSV includes the columns visible in the list view. If you need different columns, adjust the list view columns before exporting.

Tips for Effective Filtering

• Start broad, then narrow — Begin with a simple filter and add more criteria to refine
• Use smart lists for repeated queries — If you run the same filter regularly, save it as a smart list
• Check your operator — Make sure you're using AND vs OR correctly for your intent
• Use date comparators wisely — The anniversary comparator is especially useful for finding upcoming birthdays or membership anniversaries

FAQs