Specifying Filter Criteria

When you select a report from the Reports screen, the system prompts you to specify the filter criteria for the report. The exact parameters are different for each report, but often includes customer, facility, and date information.

In text-based fields, such as customer, facility, and item values, you can use the % as a wild card character. This is usually the default value in these fields. Entering just % will return all values for that field, but you can also use the wild card character with alphanumeric characters to partially restrict results. For example, specify A% to return all values that start with the letter A.

For some reports and documents, you can also enter a user name. In these cases, that name will print on the reports.

After you enter the filter criteria, click OK to generate the report.