Lesson 2: Running a Report

Let's run the Inventory report you created in the previous tutorial. To do that, select it in the Reports Explorer, then click the Preview button. It looks just as it did when you created it. However, what if we don't want every item printed? Say we only want items in a certain warehouse. Restricting which records appear is called filtering. The Filter page of the Reports Explorer is used for filtering, so click the tab for that page. Click the Filter button to display the Filter dialog. Currently, there are no filter conditions so the list of conditions shown in this dialog is blank. Click the Add button to add a condition to the list. The Filter Condition dialog shown below appears.

Since we want to filter on warehouse, select "Inventory Bins" from the Table list and "Warehouse" from the Field list. If you only want items in a single warehouse, select "equals" from the Operator list. If you want all items in one of several warehouses, choose "is one of." After selecting the operator, click the Values button to see a list of valid warehouses and select the desired one from the list (or choose several if you wish), then click the OK button. The Filter Condition dialog will disappear and your condition will appear in the Filter dialog. Although you can add other conditions, let's just click the OK button in the Filter dialog for now.

Now click the Preview button in the Reports Explorer. If there are any entries that match your conditions, the report displays only those entries. If there aren't any entries (for example, if you specified a warehouse which has no inventory items), a message is displayed telling you that.