Filters
Predefined filters
To add predefined filters to a report, use the Filter and Or columns in the Change Report window.
When you want to insert predefined filters in a report, depending on the type of data in the selected field, you are offered:
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A list |
To select from the list, click the down arrow and select a value. |
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Ellipsis button |
The Ellipsis button appears for client, supplier, employee and assignment searches, allowing you to access the Search window. Click the Ellipsis button to open the Search window. |
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A blank field |
Enter a few characters in the Search for field and click the Search button. Select a value from the available options and click OK. |
To apply a filter in a blank field, type the statement that will select the required data. For example, to select all billed amounts greater than £ 1000, type: >1000.
You can use the following filters:
Tip
You can add up to five predefined filters to a report.
Filter prompts
You can specify a Prompt in the report layout so that when you run a report, the Report Fields window prompts you to specify the data you want to include in the report prior to opening the Preview window.
To add a filter prompt in the Change Report window, select the Prompt check box alongside the field or fields that data is to be filtered by.
You can specify as many filter prompts as you want. All prompts are displayed in a single Report Fields window when the report is generated.
Note
You can choose to display all data by clicking OK on the Report Fields window, bypassing the filters.