Task 1: Select the data to be printed

You can filter the amount of information that appears in your reports by choosing specific categories or ranges of data to be included in a report. For example, if you want to print a Customer Payments (Closed Invoices) report for a customer for the months May to July, you can use filters to select just that customer and just those months.

You can filter the information shown in a report from either the Report Customisation window or the Report Display window.

To filter reports in the Report Display window

Go to the Reports menu and choose Index to Reports. The Index to Reports window appears.

Select the report you want to customise.

Click Display. The Report Display window appears.

Filter the report using the toolbar that appears in the top section of the Report Display window. (Note: Some reports do not have selection options.)

Click Redisplay. The report is refreshed with the new filtering options applied. .

To filter reports in the Report Customisation window

Go to the Reports menu and choose Index to Reports. The Index to Reports window appears.

Select the report you want to customise.

Click Customise. The Report Customisation window appears. The customisation options that appear depend on the report being customised.

The example below shows the options available for the Closed Invoices report (which is one of the Sales reports).

The top section of the window enables you to limit the report to:

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a particular customer, supplier or employee

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records with particular values in custom lists.

The bottom section has three tabs—Advanced Filters, Report Fields and Finishing.

The Advanced Filters tab lets you specify further limits on the data displayed (such as limiting records to those within a date range).

Refine your search criteria in the Advanced Filters tab and then continue with Task 2: Specify the required fields.

Using wildcards to filter reports

Wildcards are special characters that give you more flexibility when selecting which records, such as account numbers and invoice numbers, you want to include in a report.

You can use two wildcard characters, the asterisk (*) and the question mark (?), in the Report Customisation window.

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Asterisk: Use the asterisk in the Report Customisation window if you want to print a report for a specific group of records.

Example 1—If you want to print an Account Transactions report for all accounts whose account numbers begin with 1, you can use the asterisk wildcard to do so.

To select only accounts whose numbers begin with 1, enter 1* in the Selected field in the Report Customisation window for the Account Transactions report. When you print the report, only accounts whose numbers begin with 1 will be included on the report.

Example 2—If you have several items whose numbers end in SVC (to indicate the items are service items), you can enter *SVC in the Selected field to print a report that includes only the items whose numbers end in SVC.

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Question mark: The question mark wildcard allows you to limit your report to elements that contain only a specific number of characters.

For example, if you want to print a Job Transactions report for the Cadwell Corporation. All Cadwell job numbers are three characters long and begin with the letter C. However, you have other jobs that start with the letter C and you don’t want those jobs to appear on the report. In the Selected field of the Job Transactions report’s Report Customisation window, enter C?? to limit the report to three-character jobs that begin with C.