Filter information

Introduction

Filters remove unwanted information from a report. For example, you could exclude records before a certain date.

A filter is an expression combining a variable and an operator, such as less than or greater than.

Filters are fixed and are always applied to the report. If you want to choose the information to include in the report when it is generated, then use criteria instead of a filter.

You can

Set a report filter to work on the whole report.
Set a section filter to work on part of a report. Each section can have its own filter.
Change the appearance of the filtered information, such as font style or size.

Set a filter

You can set a filter on a report, or a section in a report.
- To set a report filter, choose Report > Filters.
- To set a section filter, select the section, then from the Properties pane, select Filter and click the finder button .
In the Modify Filter window, enter the filter conditions. You can enter one or two conditions that compare a variable from your data with a value. This value could be an actual figure, or 1/0 to represent true/false.

For example, to include customer accounts that are on hold, you might use SALES_LEDGER.ACCOUNT_ON_HOLD Equals 1.
1. Select the table and variable.
2. Select how it will be compared to the value; for example, equals, greater than, or less than.
3. Enter a value.
Note: If you want to create your own expression as a filter, click Use Advanced Filter.
If you add a second condition; select And if it will be used in conjunction with the previous filter, or select Or if it will be used as an alternative.
To save the filter, click OK.

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