Using filters for reports and forms

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Using report filters

Report fields are displayed in the Report Customization window. Use filters to determine how much information you want to include on a report. They allows you to choose specific pieces or ranges of data to be included on a single report. For example, if you want to print a Sales [Customer Detail] Report for customer Eileen Martin for the months of May through July, you can use customizing to select those criteria only.

You can use filters for reports you print on your printer, as well as for reports you display.

The available filters vary, depending on the report you're customizing.

General and Advanced filters

A general filter is often necessary to give a basic definition to the report. For example, an Inventory report must be based on a single item, on several selected items, or on all items. Filters for which a selection is required appear as a drop-down list with the selection `All' appearing by default. You can then leave All as your selection or click the down arrow button to open the Select from List window, where you can select a single record or multiple records.

You don't have to make selections for all general filters; for example, the custom lists you've created. These filters also are drop-down lists, but no selection appears by default, indicating you can make a selection or skip it.

Not every report has general filters. For those reports that do, the general filters are displayed in the area of the Report Customization window above the three tabs.

Click the Advanced Filters tab to view more filters that can help you refine a report to provide you with the specific information you need. These filters vary among your many reports, but examples include: date range, ID range, amount range, identifiers, source journal type, account levels for Account reports, cash basis or accrual basis for some Banking reports, sale or purchase type for Sales or Purchases reports, activity type for Time Billing reports, ZIP code range for Card File reports and so on.

Selecting one, several or all records for a report

You can view or print many reports based on a single record, such as an account number, invoice number, card or item. You can also base the report on all the account numbers in your system, for instance. Or you may want to include more than one but not all of the account numbers.

You can use the check mark column in the Select from List window and wildcards to make your selections. (Selecting records to include in a report)

Step by step

To create a custom report