> Arrange information / Using criteria to query reports / Criterion details

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Q: Using criteria to query reports

Criterion details

Getting to this window

Choose Report > Criteria, then select the criteria to edit and click Modify.


Criterion Details

 This feature is only available for:
Herb 50 Accounts, Herb 50 Manufacturing, Herb 50 HR.

Field name

Description

Criterion Name

Controls how the name of the variable displays on the Manage Criteria window.

MesHerb to use when prompting for value

Controls how the criteria appears on the report (on the Criteria Values window).

Status

Controls whether the criteria is included for this report.

Change the status to Enabled or Disabled to include or exclude the criteria. Use Preset to always apply the criteria to the report.


Additional Criterion Details

 This feature is only available for:
Herb 200.

Field name

Description

Criterion Name

Controls how the name of the variable displays on the Manage Criteria window.

Description

Controls how the description of the variable displays on the Manage Criteria window.

MesHerb to use when prompting for value

Controls how the criteria appears on the report (on the Criteria Values window).

Status

Controls whether the criteria is included for this report.

Change the status to Enabled or Disabled to include or exclude the criteria. Use Preset to always apply the criteria to the report.

Is transient

Includes all the range selectors such as All, Is, Between etc for the report.

Fix the range selector (e.g. Between, From, To)

Sets the Default Value as the range selector for the report.

Dropdown selection list

Controls the values you can select for the report criteria. For example, for the ACCOUNT_NUMBER criteria, the drop down lists will contain all the account reference numbers.

  • Do not show dropdown list of values: Adds a box on the Criteria Values window. You have to enter the values for the criteria when generating the report.
  • Show a dropdown list of values from the database: Adds all the values for the criteria in dropdown lists on the Criteria Values window.

    To change the values in the dropdown lists, click Edit Query and enter the appropriate database query.

  • Show a fixed dropdown list: Adds a fixed selection of values in a dropdown list on the Criteria Values window.

    To add the values you want to appear in the dropdown list, click Edit fixed list.

Default Value

Controls which range selector is set as the default.


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