Report Filters

This topic explains the general concepts of customizing reports through the use of filters.

Overview

Each report in Millennium® 3 is defined to use certain portions of data to generate its result. To use a smaller subset of data, you can narrow down (“filter”) the original amount of data. For example, you can create a filter for the:

  • Deduction listing report so that it pertains to a single deduction code
  • Register report so that it pertains to a single department
  • And so on

The Basic Steps

To filter data for a report, you must follow two steps:

  1. Create a filter, see Step 1 – Create a Lookup Filter.

Millennium® 3 uses SQL statements to narrow down (filter) the data that is available to that report. Several filters are supplied with Millennium® 3. A few of the most common are included in this help text.

  1. Associate the filter to the report, see Step 2 – Apply the Filter to a Report.

Reports in Millennium® 3 are defined to look up certain pieces of information. To use a subset of that information, you must attach a “lookup filter” that was created in step 1 to the report.

Requirements and Restrictions

Any tables referenced in this help text and any filter you create:

  • Must be used in a report made by Crystal Reports
  • Will not work in a report made by Report Writer
  • Will work at the company level only

Working with Filters

To use filters, see the steps and sections below: