Steps
to Add a Filter Records FormulaOn the Edit Report screen for the selected report, click the Report Selections button or select the Maintenance menu and then Report Selections.
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 report selection 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.
At the Report Selections screen, click the New Record button.
Enter the number for the report selection to add in the Report Selection Number field. The number can be up to 2 digits. For example, if this is the first report selection for the report, enter 1 in this field; or if this is the second one, enter 2. Leave this field blank to have the system automatically assign the next available number once the report selection is saved.
Note: The report selection defined with the lowest number (typically, 1) will be the default selection when generating the report.
Enter the description to use for the report selection on the Report Printing Options screen in the Report Selection Description field. The description can be up to 40 characters long.
Select the Suppress Detail field to suppress (not print) the detail lines when printing the report for this report selection. A checkmark will appear in the box if the field is selected.
If desired, for the Report Selection field, click the Filter Records button to add a custom filter (selection formula) in order to print only certain records when generating the report for this report selection.
Steps
to Add a Filter Records Formula
Click the Save button.
When finished adding all the desired report selections, click the X in the upper right-hand corner to return to the Edit Report screen.