Using Multi-Select Options in Report Footer Filters

Some filter options in report footers offer the possibility to select multiple values.

Filter options in the report filters.

Selecting Values for a Multi-Select Option

Note:

Checking the All box isn't the same as clicking each value one at a time. For example, if you check All when there are 5 options and a new value is later added, your report will include all 6 values. But if you picked the 5 values one by one, the new value wouldn't be in your report.

Displaying Multi-Select Option Values in a Report Footer

Each multi-select option displays one of the following values in the report footer:

  1. All - the All box is checked and all possible values in the list will be included in the report (the default setting).

  2. Multiple - This means you've picked more than one value (maybe even all). (See the note above about the difference between checking the All box and picking all values by hand.) You can hover over the box to see a list of everything you selected.

  3. Selected value - if only 1 value has been selected then it will be displayed in the option box.

    Choosing multiple classes in the report footer.

In the previous screenshot only the Legal, New Business, and New Business: Medium classes will appear in the report.

All multi-select options in standard reports have the operator ‘any of’ after the field name. This means any record matching any of the selected values will be included in the report. In custom reports, you can create multi-select options with different operators.

Related Topics

General Notices