Using Advanced Filter for a report

If the choices in a report do not limit the report’s output to suit you, many reports let you create a filter to do the job. For example, you could add a filter to show only information for customers in Indiana. Use the Advanced Filter feature to customize or expand your filter criteria.

[What’s a filter?]

To add a filter to a report:

1. Open the report to which you want to add a filter.

2. On the Toolbar, click More Actions.

3. Select More Actions > Actions > Advanced Filter.

   The Expression Builder window appears.

4. In the field under the Enter Advanced Filter section, type the expression.
   Or build the expression for each element:

   a. From the Tables category, select the table from which you would want to get the information.

   The available filters in the selected table are displayed in the category adjacent to the Tables category. Point to a filter to see its corresponding description and its syntax in the Description section.

   b. Double-click a filter to add the filter data in the Enter Advanced Filter section.

   c. You can use the required operators in the Operators section, and the SQL functions in the SQL Functions category to derive the required advanced filter.

   The Operators section includes the logical, arithmetic, and comparison operators and the SQL Functions category includes the math, date and time, and string functions.

5. Click OK to add the filter, else click Cancel.

   - Click Verify to check the validity of the filter expression that you build.

   - Click Clear Filter to reenter a new filter expression.

   - The Advanced Filter feature is only for users who understand the underlying table structure and stored procedure that the report uses. If incorrect filter is applied, it may not return any data.

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