Creating a filter for a report

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Creating a filter for a report
Document ID : 000-000227 Created: 1/20/1999 Last changed on: 2/20/2001

A report filter will only list records that meet the filter criteria.

To create a filter:
-Start the Report Writer
-Select a report library
-Select the report you wish to change
-Use your NetKeeper data dictionary file (NKCAP.CLA or NKFILES.CLA) to determine which field or fields you will filter
-Click the "funnel" icon (Record Filter)
-Enter the formula for your filter

Example - Create a filter that will display one service request or will list all service requests if left blank.

Assume a report that lists all service requests (the SCMNK table) sorted by service call ID

-Open the report for edit
-Create a run time field and name it CallId. Use @n_6 as the picture for the field.
-Click the "funnel" icon (Record filter) to display the Record Filter dialog
-Click NOT (The button above the CLEAR button)
-Click RunTime Fields and select CallID
-Click OR
-Click left parentesis "("
-Click SCMNk to display all the fields in the table (file)
-Click SRVCID
-Click the "=" sign
-Click Runtime fields
-Click CallID
-Click right parentesis ")"
-Click CHECK to verify the formula, the program should display a green chack mark if OK

If you get a red "X" there is an error in the formula. The formula should read:

NOT CallID OR ( SCM:SRVCID = CallID )

If the formula is true, the record will be listed. If the formula is false the record will be skipped.

The formula "reads" :
If CallID is 0 (blank) OR the service call ID is equal to the runtime field

Therefore, all records will be listed if the Call ID runtime field is left blank or zero.
However if a value is entered for the runtime field then only the service call that matches the runtime field will be printed.

Note:
The formula above works for numbers. For text fields (to match last names, for example) use:

CLIP(TextField) = '' OR (UPPER(CLIP(TextField)) = UPPER(CLIP(Runtime Field)))

CLIP(TextField) removes all trailing spaces
UPPER(TextField) converts the text to upper case

See your Report Writer manual for additional information about the many formulas available in the Report Writer.

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