Adding a Filter

Clicking the Add button add report from the Filter screen will bring up the Add a Filter dialog. This dialog has two tabs: Build-A-Filter, and Advanced. This pop-up also contains several other buttons/Functions.

Filter Name

The name of the filter. This is required to save the filter

Count

Counts the records found by the filter currently being built.

Save

Saves the Filter.

Run

Immediately runs the filter.

Build-A-Filter tab

This tab allows users to build a filter one step at a time. Filters are built by selecting the module, or child module to base the filter on. Users then select the field to filter on. They then select the condition the filter will base its results on (ie =, >, <, etc...). Finally they enter what they want the filter to search for. Multiple fields can be filtered at once. imageexpand

Note: For more information on using the Build-A-Filter go here.

Advanced tab

This tab allows users to write their own SQL Filters, or edit existing filters to perform more advanced functions. One advanced function it allows is the use of Reserve Words. imageexpand

Note: For more information on using the Advanced tab go here.

How To Add a filter

  1. Enter a name in the Filter Name field. This is required to save the filter.
  2. Build a filter in either the Build-A-Filter tab or the Advanced Filter tab.
  3. Click Save or Run.

In This Section

Using the Build a Filter

Advanced Filter

See Also

Filter