Sample
Filter Records FormulasClick the Filter Records button.
Note: If the report to edit is not yet open, first complete the following: from the Report Writer screen, click on the name of the view group in the Report Groups List that contains the report for which to add a filter records formula and click on the name of the report to edit in the Reports List (or click the Find button instead to search for the desired report); then click the Edit Record button located at the top of the screen. If adding a filter records formula to a flexible financial report, select the Maintenance menu from the General Ledger screen and then Flexible Financial Report Setup; then bring up the desired report for which to add the filter records formula.
Create the filter records formula by including fields, values, operators, and text in the filter (formula).
Sample
Filter Records Formulas
To include a field (from your database) in the filter records formula, click the Fields tab in the upper-left corner of the screen, select the file that contains the field to insert by clicking once on the box (plus sign) in front of the file name or double-clicking on the file name, and then double-click on the field name of the desired field.
To use an operator in the filter records formula, either key the operator or select the operator from the Operators List by double-clicking on the desired operator.
To include a value in the filter records formula, simply key the value.
To include text in the filter records formula, key the text and then be sure to enclose the text in apostrophes (‘).
After the filter records formula is entered, click the Check Formula button to have the system check the formula for errors.
A message will appear in the status bar stating if there are any errors in the formula or if the formula was validated.
Note: If there is an error, be sure to correct the error before continuing.
Click the Save button to save the filter records formula.