Creating condition groups - Transaction Finder 3.1

To facilitate investigations, you can link multiple search conditions together by creating groups of conditions.

1. In the Filters section of the task, click the Add () button and select Group.
2. In the Edit condition group dialog box, enter a name for the condition group.
3. From the Condition applied within the group list, select an operator.
   • Choices include Or or And.
4. From the Condition applied with other groups list, select Include or Exclude.
5. Press OK.
   The condition group is nested under the main search filter.
6. Add the search conditions that you want to apply to the group.

Example

John Smith is an employee in a department store. He works in both the clothing and sports departments. To generate a report that contains all transactions that he made in the month of October 2020 for jackets worth more than $200 in both the clothing and sports departments, you would add the filters below:

Data type	Condition	Search term
Item description	Contains word	Jacket
Item total amount	Greater than	$200
Operator name	Equal to	John Smith
Start date and time	Between	10/01/2020 12:00:00 AM to 10/31/2020 11:59:59 PM
Department	In	Clothing;Sports

You want to compare the sales he made last year. To do this, you can create a condition group that uses And as a search operator, and Include as a Condition applied with other groups. You would then select that group from the Filters section and apply the following search conditions:

Data type	Condition	Search term
Start date and time	Between	10/01/2019 12:00:00 AM to 10/31/2019 11:59:59 PM