Selecting records to include in a report

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Selecting records to include in a report

A filter for which you select one, several or all records appears as a drop-down list. Click the select-from arrow to open the Select from List [multiple selection] window, where you can select a single record, multiple records or all the records. Use the check mark column to the left of the list of records to indicate which records you want to include in the report.

To include all records: If all the records are marked (this is the case if the filter is a required one), leave it as it is. If none of the records are marked (the filter is not required), click the check mark button at the top of the column to mark all the records.

To include a single record: If all the records are marked, click the check mark button at the top of the column to unmark all the records. Scroll to the record you want to include and mark it. You can also use the Select Only field, which provides a shortcut to the selection you want, which is useful if there are more selections in the list than appear in the window. Then mark the record.

To include some, but not all, records: If all the records are marked, click the check mark button at the top of the column to unmark all the records. Scroll to the first record you want to include and mark it. You can also use the Select Only field, which provides a shortcut to the selection you want. Then continue to mark each record you want to include.

Wildcards

If you want to include many records, rather than marking each one individually, you may want to use wildcards. Wildcards are special characters that give you more flexibility in selecting various records, such as account numbers and invoice numbers, to print on reports that use that type of information.

You can use two wildcard characters, the Asterisk (*) and the Question mark (?), in the Report Customization window.