Page 11 - GC Using the Reports Dashboard_eBook(SDL)

Report Criteria Basics

Although the output of reports varies dramatically, the method for filtering and displaying
data is consistent across all reports. Every report from the Reports Dashboard contains
a combination of filter and display options which can produce an almost unlimited
number of output options. Filter options, located at the top of the criteria screen, allow a
user to constrain the records displayed in a report. The display options identify the fields
that will appear in the output. When entering data into filter fields, the user can take
advantage of a number of wildcard characters to further refine the returned list of
entries.

COMMA
•Create comma-separated lists to specify multiple filter criteria
•Ex: "d,p" will include all items beginning with "d" or "p"

PERCENT SIGN
•Matches any number of characters
•Appended to but not displayed in all entered filter criteria
•Ex: "%net" will include "Unanet" and "Network"

UNDERSCORE
•Matches any single character
•Ex: "A_C" will return "ABC" and "ARC" but not "ABRC"
•Combine with PERCENT SIGN for complex matching
•Ex: "U_an%" will return "Unanet"

LESSON 1: INTRODUCTION TO REPORTING
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