⚠️ Note: All previously saved reports that include LOC Hx conditions continue to work without any changes. Existing "equals" and "not equal to" conditions are not affected.
What Changed
In the Report Wizard (Step 2 — Filters), when you select a field from the LOC Hx section, the operator dropdown now shows the correct options for that field type:
Field Type | Available Operators |
Date fields (e.g., Start Date, End Date) | before, after, between, Today, This Week, This Month, Last 7 Days, Last 30 Days, is empty, is not empty |
Text / String fields | contains, does not contain, starts with, ends with, equals, not equal to, is empty, is not empty |
Picklist / Dropdown fields (e.g., Level of Care) | equals, not equal to, is empty, is not empty |
Where to Find This Feature
Log in to the CRM and click Reports in the top navigation bar
Click Create Report or open an existing report and click Modify Report
Select Chart and Detail as the report type (if creating new)
In Step 1, set your Primary module and add LOC Hx as a secondary module
Proceed to Step 2 — Filters where the improved operators are available
How to Filter LOC Hx Fields
Filter by a Specific Date Range
In Step 2, click Add Condition
Expand the LOC Hx section and select Start Date or End Date
In the operator dropdown, select between
Two date pickers appear — enter the start and end of your range
Click Add to save the condition, then Save & Generate to run the report
Example: To find all patients with a LOC Hx Start Date between January 1, 2025 and June 30, 2025, select "between" and enter those two dates.
Filter by a Dynamic Date (e.g., Last 30 Days, This Month)
In Step 2, click Add Condition
Select (LOC Hx) Start Date from the field dropdown
In the operator dropdown, choose a dynamic option: Today, This Week, This Month, Last 7 Days, or Last 30 Days
No value input is needed — the date range recalculates automatically each time the report runs
Click Add, then save or generate the report
💡 Tip: Dynamic date filters are ideal for reports you run regularly. "Last 30 Days" always covers the 30 days before today — you never need to update the dates manually.
Filter by Before or After a Date
In Step 2, click Add Condition
Select (LOC Hx) Start Date or End Date
Choose before or after from the operator dropdown
Enter a single date in the value field
Click Add
Filter for Empty or Filled LOC Hx Fields
In Step 2, click Add Condition
Select any LOC Hx field
Choose is empty or is not empty from the operator dropdown
No value input is needed — click Add
Filter by a Text or Picklist Field
In Step 2, click Add Condition
Select a text or picklist field from the LOC Hx section
For text fields: choose contains, starts with, or ends with, then type a search value
For picklist fields: choose equals or not equal to, then select a value from the list
Click Add to save the condition
Combining Multiple LOC Hx Filters
You can add more than one filter condition in Step 2. By default, all conditions use AND logic — a record must match every condition to appear in results.
Example — patients with a LOC Hx Start Date in the last 30 days AND a specific Level of Care:
Add Condition 1: (LOC Hx) Start Date — Last 30 Days
Add Condition 2: (LOC Hx) Level of Care — equals — [select the care level]
Save and generate — only records matching both conditions are returned
Saving and Reusing the Report
After configuring all steps, click Save Report
Give the report a descriptive name (e.g., "LOC Hx Admissions — Last 30 Days")
To run it again later, click the report name → Generate Report
To update filters, click Modify Report and navigate to Step 2
💡 Tip: If you have an existing LOC Hx report that used "equals" on a date field, open it, go to Step 2, and update the operator to a date-range option. No other changes are needed.
Notes
This change applies to the Reports module only — it does not affect list views, search screens, or any other part of the CRM
No configuration or data changes are required — the new operators are available immediately
All previously saved reports that include LOC Hx conditions continue to run correctly without any modifications
Related Resources
Understanding Summary Chart Report Configuration
Report Data Field Requirements for Calculations in Summary Charts
Percent Field Types Cannot Be Used in Chart Calculations