Configuration

Configuration

The General Tab is where you can set the menu caption for the report. You can also specify that the report goes directly to your printer without first previewing to the screen. Simply Click the Direct Print checkbox.

Some reports filter information before they can print what your require, while other reports display all of the available data. RentalDesk automates this filtering process for you when the report is run in RentalDesk. However, when you are editing a report such as the "Quotation" in the Report Designer you will probably need to filter the information to display the report as it would look in RentalDesk. Rather than closing the Report Designer each time you want to preview your work, you can choose a specific filter from the Sample Window. When you preview your report, the Report Designer will display only information that has been filtered.

The Filter Tab is for setting the filters to select the proper information when the report runs. For instance, if you have an equipment list open, you would want the report to print only that equipment list instead of all equipment lists. You may also decide to withhold a specific category from a quotation. These filters allow you to decide which information is selected. If an entry is "greyed out" then this means that selection is set up as a system filter and may not be changed. However, other entries can be changed, and they will allow you to have some control.

Field

Pick the field for which you wish to set a filter. In the example above a user-definable filter has been selected for the "Description" field in the MasterCategory database

Show All

Select this box if you wish to activate the filter.

Operator

This can be set to either "Equal to" or "Not Equal to". Select the second option to set a filter.

Value

Enter the information about how the filter is set. In our example, you may exclude a specific MasterCategory from the Quotation report.

Prompt

Check this box if you wish to use a dynamic filter, in which the user will be prompted to select a filter. If we wanted to decide which MasterCategory to exclude each time the report printed we would tick this and you could pick from a drop down list.

Required

If you had chosen the prompted option, and wanted to require the user to enter / select a value then you would check this box.