Selecting Which Records to Include |
When you print a report, you often do not want every available record displayed or printed. Selecting a subset of records to work with is called filtering. The Filter page of the Reports Explorer allows you to specify which records are printed in the report. Note: this page may not be available for some reports.
This step has the following options:
- Use same filter next time report is run: if this option is turned on, any filter specified is used as the default filter the next time the report is selected. Of course, the filter can be changed the next time, but this option is handy if you usually use the same filter each time the report is run.
- Filter: click this button to display the Filter dialog. This dialog allows you to determine which records to include in the report.
- Exclude: click this button to display the Exclude dialog. This dialog allows you to determine which records to exclude in the report.
- Include revisions: When you make revisions to a QuoteWerks quote, the original quote records are retained but marked as superceded. By default, Stonefield Query shows only the current version of a quote in reports. If you wish to see revised versions as well, turn this option on.
- Include templates: Similarly, QuoteWerks includes template records in the document headers table. By default, Stonefield Query does not include these items in results. If you wish to include templates, turn this option on.
The space below the Filter button shows the filter specified for this report.