Lesson 2: Running a Report

Let's run the Assignments report you created in the previous tutorial. To do that, select it in the Reports Explorer. then click the Preview button. It should look just as it did when you created it. However, what if we don't want every item printed? Say we only want open tickets displayed. Restricting which records appear is called filtering. The Filter page of the Reports Explorer is used for filtering, so select 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 call status, select "HEAT Call Logging Information" from the Table list (as discussed in the first tutorial, this table may have a different name in your database) and "Call Status" from the Field list. If you only want entries of a single status, select "equals" from the Operator list. If you want all entries with one of several status values, choose "is one of". After selecting the operator, click the Values button to see a list of valid status values and select the desired one from the list (or choose several if you wish), then click the OK button. Click the OK button to close the Filter Condition dialog 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 chose "Call Status equals Pending" and there aren't any tickets with that status), a message displays telling you that.