Customizing Reports - Using the Report Filter

Select a report from the Reports list and click Filter Report button to customize it. Then you will see the Filter Report box.

• Fields to Filter list box has items that will appear in the report and in order to create a criteria for filtering the report, you must select one or more of the items from either Fields to Filter list or the Universal Fields list that appears next.
• After you have selected one of the items from either list, select the Operation. Operation is what kind of comparison you want to do with the selected item.
• Value is the actual value you specify to compare the item with.
• Click Add to add the criteria to the Filter Criteria list.
• If you wish to remove a criteria, select it from the Filter Criteria list and click Remove Criteria button.
• To add more criteria for filtering the report, select another item from either Fields to Filter or Universal Fields list, select either AND or OR and repeat the process.
• AND means that you want the new criteria to be considered along with other criteria you specified earlier. OR means you want to add the criteria as an alternative to the criteria you specified earlier.

Finally, click OK to show the customized report based on the filter criteria you specified.