Report Criteria

The Report Criteria form is used to set a variety of criteria before running a report that you have selected.  In this form you have the option to filter the report based on criteria you set like a name, account, date range and so on.  Each report is different and will display different options and criteria to choose from.  You also have the choice of how you want the report sorted.  You can choose from any field in the selected report and decide if it should be sorted ascending or descending.

There is the Print Preview option that will run the report on your screen without sending it directly to your printer.  The Print Preview by default is always on so if you want to send the selected report right to your printer without viewing it first you must deselect this option.

General Tab

The upper portion of the form displays the Report Criteria.  The lower section of the left hand side of the report displays the Report Description.   The lower section of the right hand side of this form displays the Sorting criteria.

Report Criteria

1.In the Report Criteria area you can enter unlimited criteria to filter records shown in a report.  Normally reports have their set of default criteria like Date, Customer ID and so on.  You can definitely modify it to achieve the records you wanted to show when printing the report.

2.Read the field names and then select a value from those combo boxes to filter the report.

3.Any of these setting can be customized by changing settings in the Report Settings form - Criteria Tab for the selected report in the Report Manager form.

Note that for reports with Date report criteria, all date conditions, except All Dates, Date Select and As Of, will update the date range (Criteria and Criteria Between  fields) automatically with dates specific to the condition selected upon loading of the Report Criteria form.  Example, if Today is selected in the Condition field, then when opening the Report Criteria form, the dates selected in the Criteria and Criteria Between fields will show today's date, which is based from the business date and NOT the system date. So if you set your business date to 4/21/2010, then the said date will be shown in Criteria and Criteria Between fields.

Report Description

For whatever report is selected you will be able to read in the "Report Description" area, in the lower right hand section of the form, a brief description of that report.  

Sorting

1.The Field Name will be automatically filled in with the default sort field for this report.  If you click on the down arrow next to this field, you can review a list of sorting options.

2.The Sort Order field will also be filled in for you.  Click on the down arrow to review a list of options on how to change the sort order for this report.

3.Any of these setting can be customized by changing settings in the Report Settings form - Criteria Tab for the selected report in the Report Manager form.

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

The Print button will print the selected report with the selected criteria.

The Close button will close the Report Criteria form.

Press F1 or click F1-Help button at the bottom left of the form for help on the form that is currently opened.

Related Topic

Use Business Date on Report Date Criteria