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      <div class="WebWorks_Breadcrumbs" style="text-align: left;">
        <a class="WebWorks_Breadcrumb_Link" href="reports.13.1.htm#1092914">Reports</a> &gt; <a class="WebWorks_Breadcrumb_Link" href="reports.13.4.htm#1092914">Customising reports	</a> &gt; Task&nbsp;1:&nbsp;Select the data to be printed</div>
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      <blockquote>
        <div class="hms_StepModuleHeading">Task&nbsp;1:&nbsp;<a name="1092914">Select the data to be printed</a></div>
        <div class="b_Body"><a name="1092915">You can filter the amount of information that appears in your </a>reports by choosing which categories or ranges of data should be included. For&nbsp;example, if you want to print a <span class="w_Widgets">Customer </span><span class="w_Widgets">Payments (Closed Invoices)</span> report for a customer for the months May to July, you can use filters to select just that customer and just those months.</div>
        <div class="b_Body"><a name="1092916">You can filter the information that appears in a report in either </a>the <span class="w_Widgets">Report Customisation</span> window or the <span class="w_Widgets">Report Display</span> window. </div>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1092918&quot;);">
          <span class="N_007eProcBullet"></span><a name="1092918">To filter reports in the Report Display window</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1092918", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1092918", false);</script>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">1	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1092919">Go to the </a><span class="w_Widgets">Reports</span> menu and choose <span class="w_Widgets">Index to Reports</span>. The <span class="w_Widgets">Index to Reports</span> window appears.</div>
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                  <span class="N_007eStepNum">2	</span>
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              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1092920">Locate and select the report you want to customise. </a></div>
              </td>
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">3	</span>
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              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1092921">Click </a><span class="w_Widgets">Display</span>. The <span class="w_Widgets">Report Display </span>window appears.</div>
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">4	</span>
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              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1092922">Filter the report by making the required entries and selections </a>in the toolbar that appears in the top section of the <span class="w_Widgets">Report </span><span class="w_Widgets">Display</span> window. (Some reports do not have selection options.)</div>
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                  <span class="N_007eStepNum">5	</span>
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                <div class="bs_BodyStep_inner"><a name="1101347">Click </a><span class="w_Widgets">Redisplay</span>. The report is refreshed with the new filtering options applied. To make further filtering selections, see below.</div>
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        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1101353&quot;);">
          <span class="N_007eProcBullet"></span><a name="1101353">To filter reports in the Report Customisation window</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1101353", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1101353", false);</script>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">1	</span>
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              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1092936">Go to the </a><span class="w_Widgets">Reports</span> menu and choose <span class="w_Widgets">Index to Reports</span><span style="font-weight: bold;">.</span> The <span class="w_Widgets">Index to Reports</span> window appears.</div>
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">2	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1092937">Locate and select the report you want to customise.</a></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bs_BodyStep_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">3	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1092938">Click </a><span class="w_Widgets">Customise</span>. The <span class="w_Widgets">Report Customisation</span> window appears. </div>
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        <div class="bsc_BodyStepContinued"><a name="1094516">The customisation options that appear depend on the report </a>being customised. The example below shows the options available for the <span class="w_Widgets">Closed Invoices</span> report (which is one of the Sales reports).</div>
        <table class="tri_TableReferenceIndented" style="margin-bottom: 8.0pt; text-align: left;" cellspacing="0">
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              <div class="gc_GraphicsHolderCell"><a name="1094537"><img id="1094520" class="Default" src="images/reports.13.5.2.png" width="476" height="275" style="display: inline; float: none; left: 0.0; text-align: left; top: 0.0;" /></a></div>
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              <div class="trh_TableRowHeading"><span class="Bold"><a name="1094563">A</a></span></div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="t_TableBody"><a name="1094565">The top section of the window enables you to limit the report </a>to:</div>
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                      <div class="tb_TableBullet_inner" style="width: 11.3385826771654pt; white-space: nowrap;">•	</div>
                    </td>
                    <td width="100%">
                      <div class="tb_TableBullet_inner"><a name="1094566">a particular customer, supplier or employee</a></div>
                    </td>
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                </table>
              </div>
              <div class="tb_TableBullet_outer" style="margin-left: 0pt;">
                <table border="0" cellspacing="0" cellpadding="0" summary="">
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                      <div class="tb_TableBullet_inner" style="width: 11.3385826771654pt; white-space: nowrap;">•	</div>
                    </td>
                    <td width="100%">
                      <div class="tb_TableBullet_inner"><a name="1094567">records with particular values in custom lists.</a></div>
                    </td>
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            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="trh_TableRowHeading"><span class="Bold"><a name="1094569">B</a></span></div>
            </td>
            <td style="background-color: White; border-bottom-color: Gainsboro; border-bottom-style: solid; border-bottom-width: 1pt; border-top-color: Gainsboro; border-top-style: solid; border-top-width: 1pt; padding-bottom: 4pt; padding-left: 6pt; padding-right: 10pt; padding-top: 4pt; vertical-align: top;">
              <div class="t_TableBody"><a name="1094571">The bottom section has three tabs</a>—<span class="w_Widgets">Advanced Filters</span>, <span class="w_Widgets">Report </span><span class="w_Widgets">Fields</span><span style="font-weight: bold;"> </span>and <span class="w_Widgets">Finishing</span>. </div>
              <div class="t_TableBody"><a name="1094572">The </a><span class="w_Widgets">Advanced Filters</span><span style="font-weight: bold;"> </span>tab lets you specify further limits on the data displayed (such as limiting records to those within a date range). The other two tabs are described later (see <span class="l_Link"><a href="reports.13.6.htm#1093004">Select the required fields</a></span> and <span class="l_Link"><a href="reports.13.7.htm#1093064">Select finishing options</a></span>).</div>
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                <div class="bs_BodyStep_inner" style="width: 14.1732283464567pt; white-space: nowrap;">
                  <span class="N_007eStepNum">4	</span>
                </div>
              </td>
              <td width="100%">
                <div class="bs_BodyStep_inner"><a name="1096193">Refine your search criteria in the </a><span class="w_Widgets">Advanced Filters</span> tab and then continue with <span class="l_Link"><a href="reports.13.6.htm#1093004">Task&nbsp;2:&nbsp;Select the required fields</a></span>.</div>
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        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1095593&quot;);">
          <span class="N_007eProcBullet"></span><a name="1095593">Using wildcards to filter reports</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1095593", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1095593", false);</script>
        <div class="b_Body"><a name="1095594">Wildcards are special characters that give you more flexibility </a>when selecting which records, such as account numbers and invoice numbers, you want to include in a report.</div>
        <div class="b_Body"><a name="1095595">You can use two wildcard characters, the asterisk (*) and the </a>question mark (?), in the <span class="w_Widgets">Report Customisation</span> window.</div>
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                  <span style="color: Gray;">■</span>
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              <td width="100%">
                <div class="bb_Bulleted_inner"><span class="eb_EmphasisBold"><a name="1095596">Asterisk</a></span>: Use the asterisk in the <span class="w_Widgets">Report Customisation</span> window if you want to print a report for a specific group of records. </div>
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        <div class="bsc_BodyStepContinued"><span style="font-weight: bold;"><a name="1095597">Example 1</a></span>—If you want to print an <span class="w_Widgets">Account Transactions</span> report for all accounts whose account numbers begin with 1, you can use the asterisk wildcard to do so.</div>
        <div class="bbc_BulletedContinued"><a name="1095598">To include accounts whose numbers begin with 1, enter 1* in </a>the <span class="w_Widgets">Selected</span> field in the <span class="w_Widgets">Report Customisation</span> window for the <span class="w_Widgets">Account Transactions</span> report. </div>
        <div class="bbc_BulletedContinued"><span style="font-weight: bold;"><a name="1095599">Example 2</a></span>—If you have several items whose numbers end in SVC (to indicate the items are service items), you can enter *SVC in the <span class="w_Widgets">Selected</span> field to print a report that includes only the items whose numbers end in SVC.</div>
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                  <span style="color: Gray;">■</span>
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              <td width="100%">
                <div class="bb_Bulleted_inner"><span class="eb_EmphasisBold"><a name="1095600">Question mark</a></span>: The question mark wildcard allows you to limit your report to elements that contain only a specific number of characters.</div>
              </td>
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          </table>
        </div>
        <div class="bbc_BulletedContinued"><span style="font-weight: bold;"><a name="1095601">Example 3</a></span>—You want to print a Job Transactions report for the Cadwell Corporation. All Cadwell job numbers are three characters long and begin with the letter C. However, you have other jobs that start with the letter C and you don’t want those jobs to appear on the report. In the <span class="w_Widgets">Selected</span> field of the Job Transactions report’s <span class="w_Widgets">Report Customisation</span> window, enter C?? to limit the report to three-character jobs that begin with C.</div>
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        <div class="href_ReferenceBlockHeading"><a name="1103609">Related Topics</a></div>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="reports.13.6.htm#1093004" name="1103613">Task&nbsp;2:&nbsp;Select the required fields</a></span></div>
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                  <span style="color: Gray;">■</span>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="reports.13.4.htm#1092848" name="1103617">Customising reports</a></span></div>
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