Filters can be used to limit the information you want on a report. This may seem similar to criteria; however filters cannot be entered/amended as the report is run and are always applied to a report.

An example of where a filter would be useful would be a report for Sales Orders. The Sage 200 table structure includes data for different types of orders (Sales Orders, Sales Returns, Quotations and Pro-Formas) within the same tables. In order to generate a report that only contains Sales Order information a filter could be applied.

Filter vs. Criteria

If, as in the above scenario, you always only wanted Sales Order type data then a Filter is the best option. If sometimes you want Sales Orders, but other times you want Sales Returns or a mixture of the other order types, then a criteria would be a better option as you could choose the type of order when generating the report.

 

It should be noted that Filters can be applied to the whole report, or to a section within a report.

Report Filter vs. Section Filter

A filter entered to the whole Report will not collect unwanted data from the Sage 200 database. A section filter would collect all information from the database, but exclude it based on the specific sectional data. An example of this is within the Aged Debtors (Detailed) report. There is a section that only prints, if the customer uses a foreign currency. So all the data is collected, and it is only shown if the customer uses a foreign currency.

 

The below document shows how to add a filter to the Sales Orders, Returns, Pro Formas and Quotations (Summary) report, using the Sage 200 Report Designer.

Talking Sage 200 – Report Filters

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