Breadcrumbs

Filter prompts

You can specify a Prompt in the report layout so that when you run a report, the Report Fields window prompts you to specify the data you want to include in the report prior to opening the Preview window.

Some examples of filter prompts are:

Client Partner

Filter for a specific partner; not all partners.

Employee Category

Filter for a specific employee classification such as Accountants.

client Office

Filter a report for a specific location; not all offices.
To add a filter prompt to a report

  1. Create a new report by clicking New or edit an existing report by highlighting it and clicking Edit.

  2. Click the checkbox beside the relevant field(s) in the Prompt column in the Run Report Settings tab to allow filtering.
    You can specify as many filter prompts as you need.

    Report prompt.png

  3. Click OK to save your report/ changes.

  4. Highlight your saved report and either double-click it or click Run.

  5. All prompts are displayed in a single Report Fields window when the report is run.


    Report prompts_v2.png

  6. You can apply a filter to some or all of the fields by either clicking the down arrow when you click into a field or by typing a value where no down arrow displays.

    Report filtering.png
     

    You can choose to display all data by clicking OK on the Report Fields window and bypass the filters.