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Record Selection Screen (Report Creation Wizard)

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Use the Record Selection screen to choose fields to select (or filter) records in a report. By selecting records in this manner, you can narrow the scope of your report and improve processing speed. Creating a record selection is an optional step in the wizard.

Available Fields This list displays the report fields currently available for selection in your report.
Filter Fields This list displays the fields currently selected as filter for your report.
Add or remove arrow buttons Use the > arrow adjacent to the Filter Fields list to add fields from the Available Fields list. Use the < arrows to remove fields you've already added.
Selection options A list of Selection options appears under the Filter Fields list when you add a field. The options in the list are dynamic and depend on the field you've chosen.

  • Use the first list box and the others that might appear to select the condition that best finishes this sentence:

    "I want to select all records where the value in the field I have selected is…"

  • Using the selection options, you might create a record selection such as:

    "I want to select all records where the value of the Sales field is between 10,000 and 20,000."

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