Case category//How do I...//setup/create/run a report
Author:
keith.carver@sage.com
Sage 200 Report Designer - How to create or edit filters
Description
This article explains how to get more out of your reports via the use of filters within Sage 200 Report Designer.
NOTE:This article has been prepared and issued to you as a goodwill gesture only and Sage accepts no liability or responsibility for its use. For further support please refer to your Business Partner.
Using Sage Report Designer, you can restrict the records or transactions included on a report, layout, letter or label. To do this you must add a filter. This article explains how to add a filter to a report, layout, letter or label.
TIP:You can use the Save As Snippet option to save commonly used filters as snippets to add to future reports without the need to recreate them.
TIP:When you use a filter on a report, the exact filter always applies. If you want to vary the selection when running a report or layout you must add criteria instead of a filter. Using criteria you can make the selection at the point of running the report, and run the same report for different criteria. For further information about this, please refer to article .
These are the basic steps that explain how to create or edit a filter on your report. They include:
To edit an existing filter - Report Designer v1.3 and above
Report Designer > Data > Filters.
NOTE:If the existing filter is too complex for the Modify Filter window to display, the Expression Editor window appears. Edit the expression within the Expression Editor > OK.
Amend the values in the drop-down lists as required > OK.
TIP:If the filter contains 2 parts, you can't delete just one part. Instead, click Use Advanced Filter > amend the filter as required > OK.
SLPostedCustomerTrans.TransactionTypeShortName in ("SI", "SC") and SLPostedCustomerTrans.NetValue >= 50
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