Lesson 2: Running a Report

Let's run the Contacts By Company 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 persons with a particular "Job Title". Restricting which records appear is called filtering. The 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 "Job Title", select "Person" from the Table list and "Job Title" from the Field list. Since we want a specific job title, select "Equals" from the operator list. Enter the desired job title in the box under the values button, or click the values button to pick a particular job title from a list. Click the OK button to close the Filter Condition dialog and your condition appears 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 job title for which there are no contacts), a message is displayed telling you that.