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Filter Tab Example

Report Setup Overview

Filter Tab

Access this tab using Reports>{Any Report}>Filter.

Use this tab to narrow down and more explicitly specify the data to include in the report.

When account level security is activated for the organization (Security>Set Up Account Level Segments) and enabled for a user (Security>Set Up Account Level Security), the Criteria 1 and 2 drop-down lists will only contain account information the user is allowed to see. Note that if a user does not have Account Level Security enabled, the user will see all account codes.

 

Available Filter, Selected Filter: To filter data, select an item in the Available Filter column, and then click the Mover button (>) to move it to the Selected Filter column. Once an item is in the Selected column, set up its filtering criteria. Then, the report is limited to the data that falls within the designated filter criteria.

Compares To: Select an operator from the drop-down list, or accept the default operator. The operator compares the value in the Selected Filter column with the values in Criteria 1 (and Criteria 2, if applicable) to determine which records to include in the report.

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 A/R 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.

  • If you filter on an item that has not been selected in the Report Body on the Content tab, the data will not appear on the report.
  • When printing a report, items are filtered in numeric/alphabetic order. Therefore, when selecting an item from the Criteria 1 or Criteria 2 drop-down lists, click the first heading with the symbol next to it to put the items in numeric/alphabetic order. That way, you will not receive any unexpected results in the report.
  • When filtering data, select Operators to determine which data to display. Also, view a list of Filter Examples that are useful throughout the system and examples of How to Use Wildcards characters with Like and Not Like.
  • To filter on a Debit or Credit, you will need to press the dash key prior to entering a number to indicate a negative amount. Also, if Option Summarize Amounts is selected, the report may not return any information due to debits/credits are considered detailed amounts. This is only available in the filter for Unposted or Posted General Ledger Transactions reports.