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Quick Tip #20 - Remember to include Nulls when Filtering

Caitlin Ankney
Caitlin Ankney |

When filtering in Gainsight, it’s easy to forget that some records might have null values. Even for standard fields like Status - there may be situations where a record has a null. You need to account for this when filtering to make sure you get the most accurate results.

 

 

filter no

What Should Work

For example, let's say you're trying to find all accounts that are not Active. It makes sense to use:

Status is not in Active

This will return accounts marked as Inactive, Churned, etc., but it won’t include accounts where the Status field is blank.

 

yes filter

What Actually Works

To catch everything, you'll need to add an OR condition:

Status is not in Active
OR
Status is null

 

Some places in Gainsight (like Reports) make this super easy with an "include null values" checkbox.

Filter checkbox

Other places like Rules Engine don't have this, so you'll need to add two separate filters with OR logic.

Filter with OR

 

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