Changing a Filter Records Formula on a Report

• Click 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 change the 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 changing a filter records formula for 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 change the filter records formula.

• Make the desired changes to the filter records formula.

Sample Filter Records Formulas

• 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 changes to the filter records formula.