Report Builder Filter Tab

When you select the Report Builder Filter tab, the following page displays in the Report Builder for that Report.

Filters

Use filters to narrow down and more explicitly define the data to include in the report.

Available Filters

Available Filters are what data filters are available for the report type.

Add All | Remove All

Use Add All and Remove All to quickly add or remove all of the available data filters from the Selected Filters field.

Note: Drag-and-Drop individual columns between the Available Filters and Selected Filters fields.

Search filters

Use Search filters to quickly find specific Available Filters.

Selected Filters

Selected Filters are what data filters will filter data for the report type.

Note: Drag-and-Drop individual columns between the Available Filters and Selected Filters fields.

Report Groups

Selecting a Report Group in Columns, Items by Page (Page Breaks), or Filter displays the Select\Edit Group Code dialog box.

The Segment selected in Columns, Items by Page (Page Breaks), or Filter displays by default in the Segment field.

Use the Group Set Name drop-down field to select a Group Set for filtering the report and click Save.

The Report Groups section displays for the report with the selected Segment and Group Set Name.

Use the Actions field buttons to:

• Edit the Report Groups section using the Select\Edit Group Code dialog box.
• Remove the Report Groups section from the report.

Operator

When filtering data, select an operator and enter criteria to determine which data to display.

Operators work as follows:

• Equal to (=): Include the data equal to the value in Criteria 1. For example, if "Status" is the Selected Filter and "A (Active)" is the Criteria 1, then include all data with a Status of Active in the report.
• Not Equal to (< >): Include the data not equal to the value in Criteria 1.
• Greater Than (>): Include the data that is greater than the value in Criteria 1.
• Less Than (<): Include the data that is less than the value in Criteria 1.
• Between: Include the data that is between Criteria 1 and Criteria 2. To display a range of dates, or numeric or currency fields, use the Between and Not Between operators.
• Not Between: Include the data that is not between Criteria 1 and Criteria 2.
• Like: Include the data that matches the value in Criteria 1. For instance, there are ten Vendors with the word Office as part of their Vendor ID (Office Max, Office Depot, Office Machines, and so on). You want to send them your change of address card, so you run a report that includes their addresses. Select Vendor ID as the Selected Filter, Like as the Operator, and enter "%office%" in Criteria 1. You cannot use this operator with currency, date, or numeric fields.
• Not Like: Include the data that does not match the value in Criteria 1. For instance, you want to run a report that excludes all Vendors with the word Office at the beginning of their Vendor ID. You would need to select Vendor ID as the Selected Filter, Not Like as the Operator, and enter "Office%" in Criteria 1. You cannot use this operator with currency, date, or numeric fields.
• In: Include the data that is equal to the values in Criteria 1. This allows you to include a non-sequential series of values in filter criteria. For example, type 123, 498, 301 in Criteria 1. (Do not use the drop-down list and make sure you type commas between the series.) The system then includes only those three values in your data.
• Not In: Exclude the data that is equal to the values in Criteria 1. This allows you to exclude a non-sequential series of values in filter criteria. For example, type 391, 111, 210 in Criteria 1. (Do not use the drop-down list and make sure you type commas between the series.) The system then excludes those three values in your data—the report will display everything except those values.

Criteria 1

Enter a value to compare with the item in the Selected Filter column. When using Like or Not Like, use "%" to represent any number of characters.

For example, you want a report showing the Accounts Receivable offset account assignments. Since you only want information on AR accounts and they all begin with "AR," you would complete the Reports>Lists>Offset Account Assignments>Filter tab as follows:

• Selected Filter: Transaction Source
• Operator: LIKE
• Criteria 1: AR%

This filter limits the report to only transaction source codes that begin with AR, while the rest of the code could have any characters.

Please note the results if you choose the Like operator and the following criteria:

Criteria	Result
%AR%	Returns data with a "AR" in any position
AR%	Returns data that begins with a "AR"
%AR	Returns data that ends with a "AR"

Criteria 2

Enter a value for the end of a range if the Compares To contains the Between or Not Between operators.