Report Designer - Create or edit a filter on a document
Description
Using Report Designer you can filter the information that appears when you run your Sage reports and layouts. This is useful if you want to permanently set a filter to your document. If you want to change the filter each time you run the report, you must edit the criteria.
Cause
Resolution
Using filters
Select the document you want to amend, then click Edit.
Click Report, click Report Properties.
Enter a new report name and description, then click OK.
Click Report, then click Filters.
Build your filter using the drop-down menus, or click Use Advanced Filter to build an expression