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Criteria (Report wizard)

Introduction

Criteria control the information that your report displays. Without criteria, your reports would contain information from every record in your data.

You can use criteria to select the range of information that you want in your report; for example, you may find you want to query your report to view a particular range of information, say between certain dates.

You can select which criteria can be set by people viewing your report.

Set criteria for your report

To set the criteria for your report:

1. To add or remove criteria from the Selected criteria list, click > (add) or < (remove).

   All the available criteria are automatically added to the Selected criteria list for your report, but their State will initially be set to Disabled so they will not be available.

2. To set the state for each criteria, double-click its State column.

   • Disabled: The criteria will not be used or displayed when viewing the report.
   • Enabled: Enable criteria so that every time you generate the report you will be asked to select the range of information for that criteria.

   • Preset: Use preset criteria so that every time you generate the report it uses the same criteria. The criteria is always applied to the report, and you are not prompted to confirm or amend the criteria.

     Note: You will be prompted to set the preset value when you click Next.

3. When you have finished setting the report criteria, click Next.

Note: You can add or edit criteria in your report after finishing the report wizard. See Using criteria to query reports.

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