Reporting has been designed to return raw data; consequently filtering must be used to return meaningful reports. Accordingly we have adapted this from CCH Central’s Advanced Search.
TIP: Reporting returns all contact records, to return client only records, apply the following filter.
When applying a filter only selected fields are available. If a field is only to be used for filtering purposes, add the field, right click, and set the field to Show/hide. This is the same as removing the visible tick within Step 2 of the wizard.
The following is a list of available parameters.
It is possible to perform multiple grouped filtering to support complex conditions.
E.g. where the (Contact Type is “other individual” and Became Client after “01/01/2000” and Business Type = “Solicitor”) OR (Contact Type is “LLP” and Business Type = “Solicitor”)
Select to return a group header; the returns the sub group query.
In the example below, section 1 is run. Followed by section 2 and the results returned.
Click to remove the query line. If selected at the group header level the relevant sub queries are also removed.