Difference between revisions of "How do I use an internal report as a range filter?"
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Revision as of 13:20, 8 January 2019
Summary
Internal Reports are used in the " Customer Retention Centre" and " Add/Edit/Process Orders" to filter the broader range of matching records, using anything from quite simple to potentially highly specialised criteria available to the " Report Generator".
Further Information
This works by feeding the " Report Generator" each data record in range, and using the " Report Generator" range filter to decide whether or not it matches your requirements.
The [Advanced] range in " Add/Edit/Process Orders" allows you to filter on a single "Order Attribute", but you might want to specify more than one. A report filter will allow you to do this. |
Report Setup
Sort Order
Order Processing (Sales and Purchase)
(F/R)(Y/N) Var. Description/Formula Type Width Dir Heads Group 1 A01 Ledger Code T 01 F N 2 A02 Account Code T 06 F N 3 O01 Order Number [O01{[Y/T]}] T 15 F N 4 O07 Order Sequence N 8.0 F N
Reports and Parameters
(F/R)(Y/N) Var. Description/Formula Type Width Dir Heads Group 1 A01 Ledger Code T 01 F N 2 A02 Account Code T 06 F N
Vehicle Sales
(F/R)(Y/N) Var. Description/Formula Type Width Dir Heads Group 1 V62 Vehicle Stock Number T 08 F N
Workshop Management
(F/R)(Y/N) Var. Description/Formula Type Width Dir Heads Group 1 J01 Job Number T 08 F N
Main File Selection
Select the Main File Variables Applicable => ** Automatic File Selection **
Date Details
Optional.
Range Filter (1) - Simple
Leave this blank. It will be filled in by the calling program with the unique key of each data record to be tested.
Range Filter (2/3) - Simple
Here you may specify the additional filters you want to apply, to determine whether each item falls within your desired range.
The following would show items where the customer's postcode is in the 'LE' area: |
Range Formula : $LEFT{$POSTCODE{A18{1} + " " + A18{2} + " " + A18{3} + " " + : A18{4} + " " + A18{5}, F}, 2} = "LE"
Column Details
As the report needs only to output a 'Y' to indicate a successful test, anything else indicating a fail, just one column is required as follows:
Type/Grp : B/0 (H = Heading, B = Body, T = Totals) Row/Col No. : 1/01 Position : 1 (0 = Hidden) Heading : Column Type : Q (T = Text, N = Numeric, F = File, Q = Quote, D = Date) Text : Y Width : 01 Blank if same as Prev. : N (Y/N)
Output Options
Style : R (R/E/F/C) Output : I (S/P/F/T/Q/I) Post-Process : Data Import Template : Report Category : INT Internal Report
Definable Literals
Optional.
See also
OP98, RP17