> Arrange information / Filter information / Modify filter

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Q: Filter information

Modify filter

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

Set a filter

  1. You can set a filter on a report, or a section in a report.
  2. In the Modify Filter window, you can create your filter conditions. These are entered as separate lines 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 have something like 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 are editing an advanced filter, the filter will be displayed in the expression editor.

  3. If you add another line, select And if it will be used in conjunction with the previous filter, or select Or if it will be used as an alternative.
  4. To save the filter, click OK.

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