Did You Know – Saving Selection Criteria

Saving Selection Criteria

When you run a report in Datafile you will often see the prompt ‘Specify Any Selection Criteria’ – this allows you to enter criteria to restrict the information displayed.  For example, you may run an Aged Debtors report for customers who have promised payment this week, run a stock valuation report for a particular product type and so on.

When you are running a report repeatedly with the same criteria it could save time to recall that previous criteria rather than re-entering from scratch each time.

If click the label ‘PREVIOUS CRITERIA’ you’ll see any existing criteria for the report that has been saved and you can also define new criteria.

If you select any previously saved criteria then this criteria will be displayed for you, you can amend if needed and save any changes for next time.

If choose the ‘new criteria’ option, you can enter the required criteria and choose to save the criteria for recall and give it a title.