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. You can also query against multiple companies using this page. 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.
Companies: Stonefield Query allows you to report on data from more than one company in the same report. To do that, click the Companies button to display a list of companies to include in this report. If none are selected, the report will include data from the currently selected company only. Note that every table has a "Source Company" field that contains the name of the company each record came from. Include this field in your report if you want to see which company contained each record.

The space below the Filter button shows the filter specified for this report. The space below the Companies button shows the companies selected for this report.