On reporting and data entry pages, Filter Options is the default tab for the Report Options view.
There are several different filter option controls and you can use them to minimize and sort data in your report. The types of filter options used for a report depends on the application. Most of the filters relate to columns or fields in the report. Note that not all of the filter options shown in the image below are going to be used in every application.
You can narrow down the results on your report by selecting one or more filter options on any reporting page. Selecting filter options is generally optional, however, on some pages they may be required. Required options will be indicated by a *required notation below the field.
The filter options dialog box also has two buttons: Clear Filters and Execute Report.
If you always use specific values in a filter control, you can save them so every time you open the page, those values are inserted.
For some filter controls, Dynamic filter options can also be set up.
Where there are drop-downs, you can change the field from = to options such as "Like", "Between", "Not Like" and more.
Where there are radio buttons, you can use either the default = (which means equals/includes) OR change to < > which is an exclude or "does not equal".
You have the option to use wildcard characters ("%" or ":") in most filter options. Some examples of this functionality might be:
Everything that starts with A = A%
Everything that ends with Z = %Z
Everything between 1000 and 3000 = 1000:3000
This image shows the different types of filter options, the save icon, and the dynamic filter function.
Click on any of the boxes to get more detail on how to use each of these option.
Filter options can be configured via the Administration Tab for any baseline report.
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Clearing Filter Options
In the Filter Options section, you can remove any selected filters by clicking Clear Filter Options. The button is located at the bottom of the filter options dialog box.