thankQ Help

Filters can be setup inside the report or outside the report. The report will build faster if the filtering is run before the report builds.

Once you have created parameters under Field List these can be inserted in the filters of the report before the report builds.

1.Click on Report Explorer on the right

2.Right click on sqlDataSource1 under Components

3.Select Manage Queries

4.Click on the … ellipsis button

5.Click Run Query Builder

6.Click Filter at bottom on form

7.Click the + beside And

8.Click on the Table and select the field to filter e.g. Date of Payment

9.Select the Is greater than or equal to operator

10.Click the pencil and then the icon beside the Table name  until it becomes a ?

11.Click onto <select a parameter>

12.Select Bind To

13.Select FromDate

14.Create another filter for Date To filter, binding to ToDate parameter

15.Create another filter for the Payment Type

16.Select the operator “is any of” and  bind to the Payment Type parameter

17.Create further filters for Payment Amount From and Payment Amount To

18.Select to only have the top 100 records while testing, especially with a large database, if not already selected

19.Click OK

The filter has now been added to the Query Builder

20.Click OK at the bottom of the form

21.Click Next on Query Editor

22.Click Finish

23.Click OK on Manage Queries

24.Click Save on the ribbon

25.Click the Print Preview tab

26.Enter Dates From and To

27.Select Payment Type(s)

28.Enter an Amount range

29.Click OK

30.Click Submit

The report will display the top 100 records.