Advanced Filter Editor

Advanced Filters enable you to manually configure filters. Users should have a working knowledge of SQL (Structured Query Language) before attempting to use Advanced filters. For most users, the Build A Filter is sufficient.

Important:  Advanced Filters cannot be converted to Basic Filters.

Count

Displays the number of records found by the filter currently being created/edited.

Save As

Stores the filter for future use while setting the name of the filter.

Run

Executes the filter.

  • Open the module that contains a basic filter that you want to convert to an advanced filter.

  • Select the Filter tool icon. The Filters tool opens.

  • Select a Basic filter from the filter list.
  • Select Edit.

  • In the Filter Builder, select Advanced. The following warning appears:

  • Select Continue. The Advanced Filter Editor opens.
  • Modify the filter as needed.

  • Select Save As. The following pop-up appears:

  • Enter a name for the filter.
  • Select Save.

  • Open the module for which you want to build an advanced filter.

  • Select the Filter tool icon. The Filters tool opens.

  • Select Build A Filter. The Filter Builder pop-up appears.

  • Select Advanced. The following warning appears:

  • Select Continue. The Advanced Filter Editor opens.
  • Enter a SQL statement in the text box, starting with the table from which to select records. The statement will always include Select * from at the beginning. 
    • Important:  SQL statements must contain all required information in the proper order to avoid warnings and inaccurate filter results.
    • Use the Select Table Name drop-down to select a table related to the desired module.
    • Use the Select Column Name drop-down to select a field from that table. Doing so will insert tablename.fieldname into the SQL statement.
    • Use the Select Reserved Word drop-down to insert a reserved word into the SQL statement.

  • Continue writing your SQL statement. Your SQL statement should contain the following, in this order:

    • SELECT, FROM, WHERE, ORDER BY, GROUP BY

  • To save the filter, select Save As.

    Important:  Filters saved from the Advanced tab will be saved as Advanced filters. Advanced filters cannot be edited using the Basic Filter Builder.

  • To immediately run the filter, select Run.

For more information, refer to Reserved Words.