System filters for Reports

Note that all filters for reports are case-sensitive.

The characters ? and * can be used, where ? is translated as any one character, and * as any number of any characters; for instance, typing A?9 as filter would refer to records that start with A followed by any character and have 9 as their third character, like A19, Ab9, A-9, but typing A*9, would refer to records that start with A and end with 9, like A19, Ab9, A-9, A0000009, ABCDE9.

The system filters available in the Filter settings section of the Report batch pop-up are:

Filter	Description	Available by default?	Example
<Table name> record name filter (as text box)	Optional to use. Any record name(s) entered here will be included in the report.	Yes*	Order 849 would show a report with only one row (assuming that this record exists). 1000 would show all records with name containing 1000. Order 849;Order 1000 would show only two rows in the report. Keep this filter as * or empty in case you don’t need it.
Record name exclude filter	Optional to use. Any record name(s) entered here will not be displayed in the report.	Yes*	Order 849 would show a report with all records except this one. 1000 would show all records except for those containg that value. Order 849;Order 1000 would show all records except for these two. Keep this filter as empty in case you don’t need it.
Record group	Optional to use. Records can be filtered by their group. This filter is displayed as a drop-down to choose only one group, but it can be displayed as an expandable box (by clicking on the "Record group" label) to be able to choose several groups.	No. The administrator must set proper access right to enable this filter.	Archived invoices Archived invoices, Cancelled invoices Keep this filter as * to include all groups.
<Table name> record name filter (as drop-down box)	Mandatory to use (i.e., it is not possible to leave the record’s name box empty). One record name of the main table must be selected here. Once this is done, the report is queued, and the generated report file will contain only the selected record, and all the related records that are setup in the report configuration, if available.	No. The administrator must set proper setting to enable this filter. Once enabled, the first 2 filters "<Table name>* record name filter (as text box)" and "" are disabled.	WO-0001
Timestamp filter From/To	Optional to use. An interval of time can be entered here to filter the fields presented in the report based on their timestamp footnote ^[1]. It is important to highlight that the timestamp filter does not restrict the range of records included in a report, but only the range of their fields. Other filters, instead, include in the report or exclude from the report the whole record. In other words, if a timestamp filter is used, fields with timestamps outside the range specified in the timestamp filter are never included in the report. The records that contain these filtered-out field values, on the other hand, are still included in the report (unless subsequently excluded by any other filter). This is a very special option that can be useful to include in a report if, for instance, you want to audit which fields of records were entered or updated in the time interval specified. Owing to the fact that the timestamp filter is only applicable to include fields, it is recommended to use this option without other kind of filters, e.g., editable filters, since the latter ones include/exclude records, so mixing both could cause a confusing result for the user running such a report. Note that a deleted value will be presented as empty. A special case is the checkbox field, where False technically is treated like an empty value. Thus, only checkboxes that ar ticked (but not unticked) within the time range will be shown (as True). 1. The timestamp is a system date field -according to server time-, that each field created for the application counts with. It is automatically updated every time a particular field value is entered or edited and saved	No. The administrator must set proper setting to enable this filter.	* From 13-Nov-15 To 14-Nov-15

Filter

Description

Available by default?

Example

<Table name> record name filter

(as text box)

Optional to use. Any record name(s) entered here will be included in the report.

Yes*

Order 849 would show a report with only one row (assuming that this record exists).
*1000* would show all records with name containing 1000.
Order 849;Order 1000 would show only two rows in the report.

Keep this filter as * or empty in case you don’t need it.

Record name exclude filter

Optional to use. Any record name(s) entered here will not be displayed in the report.

Yes*

Order 849 would show a report with all records except this one.
*1000* would show all records except for those containg that value.
Order 849;Order 1000 would show all records except for these two.

Keep this filter as empty in case you don’t need it.

Record group

Optional to use. Records can be filtered by their group. This filter is displayed as a drop-down to choose only one group, but it can be displayed as an expandable box (by clicking on the "Record group" label) to be able to choose several groups.

No. The administrator must set proper access right to enable this filter.

Archived invoices
Archived invoices, Cancelled invoices

Keep this filter as * to include all groups.

<Table name> record name filter

(as drop-down box)

Mandatory to use (i.e., it is not possible to leave the record’s name box empty). One record name of the main table must be selected here. Once this is done, the report is queued, and the generated report file will contain only the selected record, and all the related records that are setup in the report configuration, if available.

No. The administrator must set proper setting to enable this filter.

*Once enabled, the first 2 filters "<Table name> record name filter (as text box)" and "" are disabled.

WO-0001

Timestamp filter From/To

Optional to use. An interval of time can be entered here to filter the fields presented in the report based on their timestamp footnote ^[1].

It is important to highlight that the timestamp filter does not restrict the range of records included in a report, but only the range of their fields. Other filters, instead, include in the report or exclude from the report the whole record. In other words, if a timestamp filter is used, fields with timestamps outside the range specified in the timestamp filter are never included in the report. The records that contain these filtered-out field values, on the other hand, are still included in the report (unless subsequently excluded by any other filter). This is a very special option that can be useful to include in a report if, for instance, you want to audit which fields of records were entered or updated in the time interval specified.

Owing to the fact that the timestamp filter is only applicable to include fields, it is recommended to use this option without other kind of filters, e.g., editable filters, since the latter ones include/exclude records, so mixing both could cause a confusing result for the user running such a report.

Note that a deleted value will be presented as empty. A special case is the checkbox field, where False technically is treated like an empty value. Thus, only checkboxes that ar ticked (but not unticked) within the time range will be shown (as True).

1. The timestamp is a system date field -according to server time-, that each field created for the application counts with. It is automatically updated every time a particular field value is entered or edited and saved

No. The administrator must set proper setting to enable this filter.

* From 13-Nov-15 To 14-Nov-15