1.Drag a field from the Fields list to the dotted outline that appears.

Dragging a Field to the Dotten Outline

The newly dropped field appears with a default operator that you use to specify the criteria. For example, a date field appears with the operator In the Last.

2.Click the icon to the right of the field to edit the Properties of the field.

Properties for a Field

3.Click the text next to Operator to select from a list of operators.

4.If the type of operator selected requires a value, specify a value for the operator in the Value section. You can enter one of the following types of values:

oA literal value—Depending on the field, a list of values or Click to edit text appears. Use the list or text field to enter a value for the operator.

For example, for a date field with the In the Last operator, you could type 10, which would mean that you are filtering on dates that occurred within the most recent 10 days.

For a date field with the Between operator, if you want a report of all invoices dated after 1/1/2011, enter 1/1/2011 for the first value (the start date), and leave the second value (the end date) empty.

oA parameter—Select the Use Parameter check-box to indicate that the report should ask the user for a value at runtime. After checking this box, you may select an existing parameter from the adjacent drop-down list. To create a parameter, see the next section.

The Report Requires a Value Before Running When You Use a Parameter

1.After you have placed a check-mark in the Use Parameter check-box, click the icon.

2.Enter a Name for the parameter. The name is an internal attribute that solution developers use to embed the report in a custom page or portal pane. Use a name that describes the purpose of the parameter. Each parameter name within a report must be unique.

3.Enter a Label for the parameter. The label is text that prompts the end user when they run the report.

4.(Optional) Enter a Default Value that the user sees when prompted to enter a parameter value.

Note: After you have applied your edits and closed this page, all parameters appear in the Data tab. At that point you can edit their Order property, which determines the order in which parameters appear to the end user at runtime. If you don't change the Order property of parameters, they appear to the end user at runtime in alphabetic sequence of the parameter labels.

Using the Parameter Check-box and Plus Icon with a Criterion's Value

If you are reporting on fields related to a Document record, your report might include data for more than one version of the document. To prevent multiple versions from appearing in a report, choose the following values for each field:

•Field—Document Type

•Operator—Is

•Value—Document

The default relationship between filter criteria in a stack is AND. To change the relationship to OR, click the word AND for OR to appear. Click the word OR to change the relationship to AND.

Clicking AND Changes It to OR

Adding more criteria to an AND stack usually reduces the number of records in the report. Adding more criteria to an OR stack usually increases the number of records in the report.

Note: A very complex hierarchy of filter criteria, particularly nested OR criteria, may create complex database queries that run relatively slowly. If you suspect that your filter criteria may cause slow performance, ask a solution developer for advice about the best way to structure the criteria.

Click in the current stack. A new stack appears, nested one level deeper than the current stack.

You can move a filter criterion from one stack to another, and move stacks to different parts of the hierarchy. All stacks except the top-level stack display the icon. Click the icon to drag and drop an entire stack elsewhere in the hierarchy. If the stack has any children, those also move.

Each stack except the top level contains the icon. Click the icon to receive a confirmation prompt regarding the deletion of the stack. Click OK to delete the stack and any children of the stack in the hierarchy.