Filter Reports |
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The "Filter Reports" dialog box appears when you select TOOLS and FILTER from the Menu Bar on the Royalty Report Screen. It also can be accessed by clicking on "Change Which Reports Show" button on the right side of the Report screen. Filtering controls what is displayed on the Royalty Reports Screen. You may display only the most recent reports, or all of the reports, or selected reports. The filter is changed by selecting one of the options in the dialog box. You have several choices. No Filter. If you select this option, all royalty reports will be displayed. The new reports will display along with all past reports generated. Filter for Newest Records Created. This is the option which is selected when the Report Generator creates new reports and moves you to the report screen. Only the most recent reports created will be displayed. Filter for a Specified Ending Date. By entering a date in the blank provided, only those reports with matching end dates will be displayed. Filter for a Specified Name. By entering an royalty holder's name in the blank, only those reports created for that individual will be displayed. The easiest way to enter a name is to double click in the blank and a list of all names in the Set-up file will be listed. Pick the desired name and it will be entered in the blank for you. Filter for a Code. This filter limits the display to a code. Royalty Set-up records can be coded by using the code field (in the upper right hand corner of the Royalty Set-up Screen. If a set-up record is coded, the code is carried forward to both the View Reports and Royalty Statements screen. On the View Royalty Reports screen, the code is shown in the Address panel to the right of country. If you select this option and do not enter a code, the reports will be filtered by an empty code blank. In other words, any reports that do not have a code will be shown. Any reports with a code will be filtered out. |