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Filter records in report desinger

Last post 02-07-2011 2:20 PM by Method_Michael. 3 replies.
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  • 10-10-2008 11:23 AM

    Filter records in report desinger

     How do i filter records in the report desinger. Example - using the already built SimpleInvoice. It will display all invoices for all customers.

  • 10-10-2008 5:14 PM In reply to

    Re: Filter records in report desinger

    Good Afternoon,


    The Simple Invoice report is designed to display all outstanding invoices for your customers.  If you can let me know for what reason are you looking at filtering the invoices, perhaps I can provide some guidance.   For instance, If you are looking to filter the invoices by a certain dollar amount (let’s say greater than or equal to zero to reflect those with outstanding balances), then you would click Edit on the Report object itself in the design screen to edit the report’s properties.  Step 2 of the wizard will allow you to change the filter options.

     Have a great weekend!  Cool

  • 02-07-2011 12:02 PM In reply to

    Re: Filter records in report desinger

    I know this is an old post, but I'm lookint to filter the report by a certain REP (not user).  Is this possible?

  • 02-07-2011 2:20 PM In reply to

    Re: Filter records in report desinger

    Answer

    pdirect,

    Please refer to your other post here.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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