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Using the Filter String in Report Designer
To add a filter within Report Designer:
- Open any Ideagen Quality Management module.
- Click [File], then [Report Designer].
- Click the [Design] button.
- Navigate to the field list at the right hand side.
- Right click on report1 and select [Insert Detail Report], then select the appropriate Detail Report (for example, [Copy Holders] in the Document module, [Stages] in the CA/PA module, etc).
- On the newly created band, click [>] to expand the tasks.
- Click on the Filter String [...].
- Select the field you want to filter on and enter the relevant condition.
- Save the report, or navigate to the [Preview] tab to see the filter in action.
At this point the report will only display rows that meet the condition set in the filter.