What is a "Condition" and how do I use it to filter a report or inquiry?
Description
Cause

Some reports and inquiries let you add conditions (filters) to change the data they include. As an example, one possible set of conditions for a Job Cost report looks like this:

  • Transaction Type EQ Work billed
  • OR Transaction Type EQ Retainage billed
  • OR Transaction Type EQ Work/retainage billed
  • AND Date Range EQ X
  • AND Closed Job Condition EQ X

Note: OR conditions are before AND conditions.

Resolution

A condition has three parts:

  • A field or formula. You can use only the fields (or formulas) available in (for) the data you are working on.
  • An operator, one of these:
    • Equal to
    • Greater (than) or equal to
    • Less (than) or equal to
    • Greater than
    • Less than
    • Not equal to
  • A value. What you can choose here depends on the first part of the condition (field or formula).
If you have two or more conditions, you will be prompted to "Select a connector to tie the previous condition to this condition," using either AND or OR. For much more information on conditions, open a Conditions dialog box and choose Help.

To use conditions:

  1. Click on the button that says Condition. A Condition Selection dialog shows you the conditions that are already included on the report.
    • To delete a condition, highlight it and choose Delete
    • To edit a condition, highlight it and choose Change
    • To add a new condition, choose Add
    • Choose Help to see detailed information about using conditions
  2. If you chose Add or Change you will see a dialog that lets you choose or adjust the Field (or Formula), then an Operator, and then a Value.
  3. If this is the second or later condition you will also be asked to select a connector:
    • AND means "both of these conditions must be met" for data to appear
    • OR means "either of these conditions must be met" for data to appear
    • For conditions to appear correctly, all OR conditions must be added before AND conditions
  4. Choose OK to apply your changes to the current condition and return to the list of conditions.
  5. Choose OK when you have finished adjusting conditions.
  6. Run your report or inquiry to make sure the conditions are working as you intend.
DocLink: Report says "No information to print" (Condition returns no results)
DocLink: How do the AND and OR separators work in report or inquiry conditions?
DocLink: Why are my conditions not working properly? (Reports or Inquiries)

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