Reporting Wizard: Field Filters

Main Field Filters

In the main field filter window you can select which fields you want to filter and/or include as subtotals in the report.

If you don't see a field that you would like to filter, use the drop down arrow and scroll down to find the desired field. Note that the fields are not listed in alphabetical order, rather they are listed by most to least used. This order is updated the more you use rTools - allowing the most frequently used to rise to the top of the list. This is part of the automatic preference learning technology built into rTools.

To filter a field, click the button under the Filter column. If you need to return to the filtered items you will need to double click.

Selecting a field to be subtotal is only an initial default. Once the report is built, you can easily add or remove subtotaled fields.

Selecting Individual Field Items

After clicking the field filter button from the main field filter window above, you will be able to select the items you wish to include or exclude from the report. You can double click on the items or use the Shift or Ctrl keys to select items then click the Add button to move them to the selected box.

If you do not see an item in the selection list that has recently been added to the database, such as a new account or customer, you will need to click the Refresh button to retrieve the most current list.

Selecting a Range of Field Items

By checking the Use Range Selection option, you will be able to select a range of items for including in your report.

More Field Filters

By clicking on the More... tab you will be able filter and/or subtotal an additional 5 fields for a total of 10.

Other Fields

By clicking the Others tab you will be able to select from fields that can be included as subtotals in the report, but cannot be filtered on due to the nature of their formatting.

True/False Fields

By clicking on the True/False tab you will be able to select the True or False option for the Boolean fields in the database.