How Do I Filter Reports?

This article explains how to filter reports within Acctivate.

The Report Selection Criteria window will appear after you have selected a report to launch from the Reports menus.  This allows you to filter the report to select (or exclude) certain records.

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Field

The Field column contains pre-defined report fields and parameters from the Crystal Report file.  These fields are also known as Selection Prompts.  They are defined in the Report Catalog, located in Configuration Management on the File menu.  Crystal Reports Parameter fields are also added to this list.  Parameters are added within the Crystal Report file.

Filter

A relational operator (i.e., Filter type) must be provided to define how to filter the report on the given values.  The most common operator is Equal To, which will only include records where a field equals a single value.  There are different Filters available based on the data type (i.e., Text, Numeric or Date).

Text and Numeric fields:

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Date fields

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Value 1 and Value 2

You will provide only Value 1 to filter a report on a single value (e.g., Order Number Equal To 12345).  Value 2 is only required when using the Between operator (e.g., Order Number Between 12345 and 12350).