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 is NOT the same as manually selecting all values in the list. For example, if you checked the All box for an option that had 5 possible values, and later on an additional value was added to the list, then your report would now include all 6 values. If you had selected the 5 values individually, the new additional value would not have been included 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 - more than one value from the list has been selected, and possibly all values have been selected (see the note above about the difference between checking the All box and manually selecting all values). You can hover the cursor over the box to see a full list of the selected values.

  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' appended to the field name. It signifies that all records matching any of the selected values will be included in the report. In custom reports it is possible to create multi-select options that have different operators.

Related Topics

General Notices