User Defined Report Range Viewer


This viewer lets you run your custom, user-defined reports.


Required to run reports manually. When you click the Go button, the system may ask you to select a printer. If you elected to Preview the Report, it will appear on your screen. Note that if a printer registry entry has been created for the report you are printing, the report may automatically print to a specific printer: see Printer Registry for details.

Important Fields:

Report Options:
The Report Options selector pane controls how the report will be output or scheduled. Click on Report Options for details.

Report Ranges:
The Report Ranges selector pane enables you to select a customized range for the report. When you click on a range, the criteria defining it will appear in the ID field(s). Creating a customized report range is discussed below. Notice that you must name a custom range in order to save it.

Enter a unique, alphanumeric name to save and identify your customized report Range. Ranges are defined by the contents of the ID field(s).

Hint: You can create user-defined report ranges that are available to all users with access to that report. To do so, the first character of the named range should be an asterisk. Named ranges beginning with an asterisk will appear on all users' report ranges options so that they can be selected (but not altered) by any user with access to that report. Only the user that created the report range is allowed to alter it.

Required Settings
In some reports, information must be completed before a report can be run. For example, in the AR Customer Statement report, the Statement Date must be completed before the report can be run. Typically, each Setting allows you to enter only one value. When a Date appears as a setting, you may double-click on it to access the calendar viewer, or enter the date in a mmddyyyy format.

Optional ID and Text Range Fields
For many reports, one or more optional range fields may appear below the required settings. The type and number of range fields varies with which report you are running, but they serve to set the criteria that determines whether or not information appears on the report. If all optional fields are left blank, the report will be run 'wide open'.

To limit the report to certain records, you simply specify their Id's. ID's may be entered by double-clicking on a field to access the list of Id's.

Use the following rules when filling in the ID field(s).

A Single ID is specified by simply entering the ID.

Several ID's or Statuses can be specified by using a comma to separate the individual ID's.

Example: to include the items with the ID's EX1, SA3 and LT5 on the report, they would be entered as follows in the ID field: EX1,SA3,and LT5

A Range of ID's, Statuses or Dates is defined by the first and last items of the range separated by an underscore.

Example: To include all ID's from AARDVARK to ZEBRA:

Multiple Fields. If the Range Viewer includes more than one field, you can optionally enter ID's in more than one field. Items will appear on a report only if they fit all the criteria set in the ID fields.

Example: Assume the first ID field is for Clients, and the second is for Account Managers. Let's suppose you set these fields as follows:



A client will appear in the report only if its Client ID is within the range databasics0001 to databasics9999 and if the account manager for that client is Sam.

Date Ranges: should be entered using the following format: yyyy-mm-dd. Note that this format is different from that required by a Date Setting.

Example: June 30, 1995 would be entered as 1995-06-30.

A string search for specific characters can be implemented in any optional range field by surrounding the text you wish to search for with the % sign.

Example: To select only those items whose Name includes the string ring, you would enter %ring% in the Name range. To include only those items whose Name begins with ring, you would enter ring%. To include only those items whose Name ends with ring, you would enter %ring.

A similar procedure would be used to filter a report to only include entries with phone numbers beginning with the 216 area code: %(216)%. Notice that we included parentheses around the area code so that it would appear as it does in the database.

Comparison Operators
>  (Greater Than)
<  (Less Than)
>=  (Greater Than or Equal To)
<= (Less Than or Equal To)

For example, <abcde means that the field value must be less than abcde to appear in the list or report.

=  (Equal)

To query for blank fields, enter a filter line containing only = (the equal sign). Entering no operator is equivalent to preceding the value with =. For example, entering RT567 in a filter is equivalent to entering =RT567.

!  (Not)  

This is the NOT operator. For example, !> (not greater than) is equivalent to <= (less than or equal to). The ! may also precede a range so that !ddd_fff will include all values of the field except those in the range ddd to fff.

<>  (operator)

This is synonymous with ! or !=. You may query for non-blank fields by entering a query line containing only !, !=, or <>.

If the entered query clause contains commas (to make an OR query) then the above operators may be applied to each sub-field. For example, the following two entries select values outside of a range and are equivalent:


Report Order Selector Pane:
The Report Order Selector Pane at the bottom of the screen enables you to control the report's order. Select the order that you want the report to appear in.

This informational field displays the number of lines per page for this report under the current font setting.

Important Buttons

Click on any of the following buttons or their titles to see additional information.

image\go.gif%Report_Range_Viewer_Go_Button Go run the report buttonReport_Range_Viewer_Go_Button