Applying Filters

Last modified 14:54, 28 Oct 2015

Advance Search

Reporting has been designed to return raw data; consequently filtering must be used to return meaningful reports.  Accordingly we have adapted this from CCH Central’s Advanced Search.

TIP:  Reporting returns all contact records, to return client only records, apply the following filter.

AdvanceSearch.png

When applying a filter only selected fields are available.  If a field is only to be used for filtering purposes, add the field, right click, and set the field to Show/hide.  This is the same as removing the visible tick within Step 2 of the wizard.

Parameters

The following is a list of available parameters.

Parameters.png

Grouped Filters

It is possible to perform multiple grouped filtering to support complex conditions.

E.g. where the (Contact Type is “other individual” and Became Client after “01/01/2000” and Business Type = “Solicitor”) OR (Contact Type is “LLP” and Business Type = “Solicitor”)

Select GF_ClickHereToFilterRecords.png to return a group header; the GF_PlusSign.png returns the sub group query.

In the example below, section 1 is run.  Followed by section 2 and the results returned.

GF_RunningFilter.png

Click GF_RemoveSign.png to remove the query line.  If selected at the group header level the relevant sub queries are also removed.

 

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