To use selection criteria to limit the search

  1. Select the Display Sample Data for Selection check box. This makes possible values appear in the drop-down list. You can also type in a value.
  2. In the Field Name Selections box, select a field from the list.
    Note: If you use both base fields and related fields in your selection criteria, select base fields first. When you have added all the base fields to the criteria, then you can add the related fields.
  3. Select an operator to apply to the criteria. Options are:
    = Equal to
    != Not equal to
    < Less than
    <= Less than or equal to
    > Greater than
    >= Greater than or equal to
    ~ Similar to (alpha fields only)
    !~ Not similar to (alpha fields only)
  4. Click Add Criteria. The criteria you chose appear in the Criteria list.
  5. If you add additional criteria, the And/Or selection box becomes available. For the second and following criteria, select And or Or to indicate how you want the criteria to relate to one another.

    • If you select And, the search returns records that have the characteristics of both the first criterion and the new criterion.

    • If you select Or, the search returns records that have the characteristics of either the first criterion or the new criterion.

  6. If you want certain of the criteria treated as a group, do one of these steps:

    • Specify a left parenthesis in the second box of the Selection Criteria area as part of the first criterion in the group. Add the other criteria in the group and for the last criterion, put a right parenthesis in the last box in the Selection Criteria area. This surrounds the grouping for the query with a parentheses.

    • Specify all your criteria, then select two or more of the criteria you have created and click Group Criteria. The selected criteria are enclosed in parentheses that begin at the start of the first criterion and end at the conclusion of the last criterion.

    To ungroup criteria, select the grouping and click Ungroup Criteria. (The Ungroup Criteria button becomes available once a group has been created.)

  7. If after entering several criteria you find a criteria that needs to be changed, you can mark the Edit Existing Selection Criteria check box. This setting allows you to add, delete, or edit anywhere in the list of criteria you have created.

    When you are done editing, unmark the Edit Existing Selection Criteria check box before taking any other action.

  8. Click Next to proceed to the Subtotals tab.