Creating and Applying Report Pre-Filters

There are different kinds of filters used in Eclipse Reports: pre-filters, post-filters and quick-filters. Use the Filters tab from the Report Viewer page to indicate how you further want to define your report.

You can filter the contents of a report after it runs. These post-filters are faster to apply because they run only on the data in the original report. You can filter the report and create mini reports based on the original report data. For example, you may run a report which gives you details about how many products your inside sales staff has sold. You can further filter the report by branch and send that data to your branch managers. If you know you are going to create several mini reports, we recommend running one larger or all encompassing report first and then applying post-filters, instead of applying pre-filters at the time of report creation.

To create and apply a report pre-filter:

  1. From your report listings, either through pre-filters from the FavoritesorTemplatestab or through post-filters using the Reports tab on the Home page, click the report name you want to edit to display the report in edit mode.

  2. Click the Optional Filters tab to display the filter information.

  3. Click New, enter a name for the filter, and click OK.

  4. In the Select Filter Column field, enter a column name or drag and drop a column from the Available Columns area into the field. If you type a column name in this field, the system displays a list of available columns matching the text you type.

Important: The system provides a way to anticipate the required prompts on a report. If you add a column that has required properties, such as Br/Tr/All fields or As of Date fields, a Properties link displays beneath the list of filters when the column is added to the report. You can change the defaults set to values that best suit the report you are creating. Use this ClosedProperties link to change these defaults.

  1. In the next drop-down box, select a qualifier for your filter, such as contains, does not equal, or greater than.

  2. In the remaining text field, enter the text you want the filter to apply to the qualifier.

For example, you need to sort your report by all locations starting with S to include Sacramento, Sarasota, and Spokane. Set the filter as follows:

  1. Repeat steps 3 - 6 to apply additional filters, as needed, using one of the following two options:

  2. Add new AND group - Adds additional line and grouping parentheses. You can filter by groups and then add an additional filter. For example, you may want the report to sort first by Product and Product Location and then by Branch. Your first two filters for Product and Product Location are grouped, then the system sorts by Branch.

  3. Add New - Adds a single filter line either on its own or to a current grouping.

Note: As you add filters you can couple the filters together using an AND or OR selection on a drop-down menu that displays on additional filters.

  1. Use the stop sign icon to delete a single filter you no longer want to use or use the puzzle piece icon to delete an entire grouping.

  2. Use the icons on the Closedsubmenu to complete the report.

    • Run - Runs the report immediately.

    • Schedule - Takes you to the schedule page to set up when you want the report to run.

    • Save - Saves your changes to the template.

    • Copy - Copies the template as is to another report.

Click Cancel to discard your changes.

See Also:

Schedule the Report

Arrange the Report