Add New Filter

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Add New Filter

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The Add New Filter window allows you to create a new report filter to a report sort option. It also allows you to add an existing filter to the report sort option wherein these filters are also used in other related reports.

 

 

To add a new report filter, perform the following:

 

1.In the Add New Filter tab, enter in the Filter Name field what you wish to name this filter record.

 

2.In the Control Type field, click the drop-down button to select from the list the appropriate filter type. Note that this list displays all the filter types currently available in Report Designer. New filter types may be added to this list as necessary.

 

3.In the Source Filter field, click the drop-down button to select from the list the data field that you wish to be filtered when using this filter option.

 

4.Enter in the Show When field the report layout that you wish to make this filter available to. It means that this filter option becomes available only for specific types of layouts. If no value is entered in this field it means that this filter option is available for all available report layouts.

 

5.In the Variable Name field, enter the variable name that you want to use, if any. This field is optional and you may leave it blank.

 

6.In the Filter Expression field, enter a SQL command or expression to filter the data. You may mark or unmark the Filter Records checkbox.

 

7.The Preview section displays a preview of the filter type selected in the Control Type field.

 

8.Click the OK button to save your entries; otherwise, click Cancel.

 

 

 

See Also

Create New Report

Create or Copy Report Layout

Create New Sort Option

Import and Export Report

 

 

 

 

 

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