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The Field Criteria tab is used to select specific field criteria that will be used for report record selection. As the Standard Criteria dialog is based on an already established report, some criteria may already appear in the Required Criteria list.
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Selection of too many options may result in too many, too few, or no results on the report. |
The Field Criteria tab is divided into four sections:
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The Sort tab is used to identify the way in which the records on the printed report will be sorted within each group.
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ExampleA report may be based on an alphabetical ordering of the client name or a descending client number. |
Each report includes one or more default sort templates, which can be selected to determine the sort order of the records on the report. These are Client Reference Name, Job Address, and Site Start, Job Address. Any of these can be selected and moved to the Sort Fields list by clicking 
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The Formulas tab is used to view and edit the properties of the default report formulas. It is used to show or hide specific areas of a report that have formulas attached. Only the value of an existing formula within the report can be edited on this tab.
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Formulas are added to a report template via the Template screen |
Procedures
Changing The Value Of A Formula
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The Advanced tab is used to make specific changes to a selected report. This is useful to record details of the criteria or to give a title based on the report outcome required.
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ExampleIf a standard administration report is being run to determine outstanding permits, this can be typed into the Title, Description or Notes fields. |
A report based on an existing profile with some modifications can also be saved as a new report. This is particularly useful when such a report will be used regularly, removing the need to enter the same criteria each time the report is printed.
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