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Report Designer - How to add a section filter

Created on  | Last modified on 

Summary

This article details how to set up a filter for a specific section.

Description

Within Sage Report Designer you can set up a filter that apply to just one section of a document. They are called section filters and they ensure that the information from the relevant section only prints when the section filter is met.

Resolution

  1. Select the document you want to amend, then click Edit.
  2. On the menu bar click Report, click Report Properties.
  3. Enter a new report name and description, then click OK.
  4. Select the section to which you want to add the filter.
  5. In the Properties pane, click Filter and then click the finder button .
  6. Set up your filter.
  7. Click OK.
  8. On the menu bar click File, click Save As.
  9. Enter a new file name then click Save.
  10. On the menu bar click File, then click Exit.

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