EZ Exporter Custom Filters

You can filter your data further using Custom Filters, which can be found in the Data Settings.

Custom Filters give you the flexibility to filter your data based on values of one or more additional fields and a set of conditions assigned to them. When using multiple conditions, you can specify whether the data should match any or all of those conditions. You can get really creative here.

Example 1

I want to create a report of orders placed by VIP customers that are shipping outside of Canada where the total amount is over 1000.

To meet the conditions above, simply set your custom filters as shown below.

Data matching: all conditions

  • Shipping Country is not equal to Canada
  • Customer Tags contains vip
  • Total is greater than 1000

Example 2

I want to create a report of only the orders shipping to US, Canada, or Mexico.

Data matching: any condition

  • Shipping Country Code is equal to US
  • Shipping Country Code is equal to CA
  • Shipping Country Code is equal to MX

Example 3

I want a report of orders that are not cancelled AND are either partially-fulfilled OR fulfilled.

Data matching: all conditions

  • Cancelled At is blank
  • Fulfillment Status is equal to any partial,fulfilled

Condition Operators

  • is equal to (e.g. 1 = 1)
  • is not equal to (e.g. 1 != 2)
  • is equal to any (use a comma-separated list of values, e.g. "US" is equal to any of: US,MX,CA)
  • is not equal to any (use a comma-separated list of values, e.g. "US" is not equal to any of: AU,GB,CA)
  • contains (e.g. "slippers, shoes, socks" contains shoes)
  • does not contain (e.g. "slippers, shoes, socks" does not contain pants)
  • starts with (e.g. "SKU12345" starts with SKU)
  • ends with (e.g. "SKU12345" ends with 345)
  • is greater than (e.g. 2 > 1)
  • is greater than or equal to (e.g. 2 >= 1, 2 >= 2)
  • is less than (e.g. 1 < 2)
  • is less than or equal to (e.g. 0 <= 1, 1 <= 1)
  • is blank (data is empty)
  • is not blank (data is not empty)

Special Variables

You can use the following variables as values in the Custom Filters:

  • {{ current_task_start_time }} - The start of the current export task.
  • {{ last_successful_run }} - The start timestamp of the last successful run.
  • {{ last_successful_run_max_id }} - The max resource ID (i.e. the order ID, product ID, customer ID, etc.) of the last successful run. This value will be 0 if the last successful run had no data.
  • {{ last_successful_run_with_data }} - The start timestamp of the last successful run that contained data.
  • {{ last_successful_run_with_data_max_id }} - The max resource ID of the last successful run that contained data.

Filtering by User-Defined Fields

In addition to filtering standard Shopify Fields, you also have an option to add a separate group of filters for User-Defined Fields.

User-Defined Fields are custom fields you've selected/defined in the Data Settings.  You just need to specify the name of the field/column you've assigned to them.

These filters get applied towards the end of the export process, after all variables/formulas have been evaluated.  This is particularly useful if you need to filter Custom Fields, Calculated Fields, or Metafields.

Calculated Fields, especially, allow for very complex conditional logic. So filtering based on the output of a Calculated Field can be very powerful.  Don't hesitate to contact us if you need assistance with this.

Please see our blog post for more info and sample use cases as well.

Advanced Date Filtering

If you need more advanced filtering based on date and time, please see this article.

App: EZ Exporter

Tags: advanced features