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Report Criteria#

Prior to launching a report or an update process, you must provide parameters, filters and run options that control the processing. This is done through a standard parameter form. The content of this form varies depending on the function.

The Report Criteria tab is organized into two sections - Report Parameters and Report Filters. The Report Parameter section provides details that affect the processing such as toggles, print options, processing dates, etc. The Report Filters section provides selection criteria that specify which records should be included in the processing. If you leave a filter field blank, no filtering will be done on that information and you will get all of the records. If you specify one or more values in a filter field, processing will be restricted to the records that match.

Parameter form fields are entered just like fields on other forms. Some fields have pull down lists of values; others have popup lists or calendars. Mandatory fields are highlighted with yellow.

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Most report filters support multiple values. The icon at the end of the field pops up a list window that lets you pick the codes you want. Use the right arrow to move the codes you want to the right hand box. Leave the codes that you do not want in the left hand box. The double arrows more all codes at once. To reduce the size of the list of codes, you can enter a partial code in the field at the top. The list will be restricted to codes that match. When you click OK, the selected codes (in the right hand box) are put back in the field in a list separated by semicolons.

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