Filters provide effective and flexible use of reports, because you may select data with respect to various different criteria. The filter name signifies a record field. When the report is run, the report selects records whose filtered field values match the filter criterion.
You may save the settings of a group of filters to reuse them later instead of re-entering filter values. Especially if you frequently run the same reports with the same filter settings, this feature is very convenient. You just load the saved settings, whenever you want to run the report with these filter settings.
The system includes various filters with different features. Filters can be classified from two different perspectives. One classification is based on the data type they filter and the other is based on the feature of the filter.
When the classification is performed according to the characteristics of the information to be filtered, the filters can be divided into the
- record filters
- operation filters
- transaction filters
One or these entire filter groups can be used in the same report depending on the report content. For instance, the Transaction List report can include all three filter types.
Record Filters: Used to filter the information such as Material, AR/AP, Bank, Safe Deposits used in the LOGO application. The fields within these records can be used as filters in reports. For instance, the Material Code, Aux. Code, Auth. Code, Description, Vendor Code and Record Type filters are record filters by their attributes.
Operation Filters: Used to filter the information saved in the performed operation. For example, Transaction Number, Slip Number, Date, Document Number, Transaction Type, Transaction or Slip Aux. Code, Transaction or Slip Amount are filters about the information specified or entered during the operations.
Transaction Filters: Used to make queries according to the line information and filter the transactions in cases where one slip contains more than one line like the Material Slips, Purchase and Sales Receipts/Dispatches, Orders, Invoices and Check/P.Note Slips. For example, the Transaction Aux. Code, Line Type and Transaction G/L Code are transaction filters.
When the classification is done by filter usage types, the filters can be divided into the
- Equality Filter
- Group / Range Filter
- Multiple Selection Filter
- Single Selection Filter
groups.
Equality Filter: Used to filter the information that matches a certain value in the text, number or date fields, or to enter a value. The Safe Deposit Code filter located in the Safe Deposit Ledger and the Starting Page Number filter are equality filter examples. This filter is used if the information to be filtered is required to be exact.
Group / Range Filter: Used to filter only a group of information in the text, number or date fields. These filters do not require the information to be used for queries to be clearly specified or to be equal to a certain value. The filter criteria can include more than one information with certain common characteristics, or may contain all information within a start and end range. The filter has two options: Group and Range.
Group: The group option is used to filter a certain group of information in filters containing text and number fields. If the user enters information into only one of the filter fields of the reports, the filter is detected as a "group" filter. The values can be entered into such filters as follows:
If the information matching a certain value is required to be selected with the filter, the requested information is entered into this field.
For instance, in order to filter the information of the card with material code "TA11S01", the group option is selected in the material code filter and the "TA11S01" value is entered into the filter.
If a group of information will be selected with the filter, the "" (asterisk) character is used. The "" character means that "any character may be inserted in that field". The * can be used in the beginning, middle or end of the filter. There are examples for each usage type below.
""* character in the beginning: If the filter value is entered as "{}{}11S01", all the records that have the 11S01 code in the last five digits are filtered regardless of the first two digits.
""* character in the middle: If the filter value is entered as "TA11{}{*}01", all records having "TA11" for the first 4 digits and 01 for the last two digits are filtered regardless of the 5th digit.
""* character in the end: If the filter value is entered as "TA{}{*}", all the records beginning with "TA" are filtered.
Range: The Range definition is used to define a start and end range, and to filter information such as Code, Description, Slip Number or Slip Date in the text, number and date fields within this range according to the sorting type. If the user enters information into both filter fields of the reports, the filter is detected as a 'range' filter.
In the start and end fields, the saved records and transactions can be listed by double clicking or using the F10 key and the selection can be transferred into the field. In the start and end fields, only a part of the desired information may be entered and the * character can be used for the rest (as in the group definition).
Multiple Selection Filters: In multiple selection filters, the possible filter values are displayed as a list. All or part of these options can be checked as the filter value and the report is generated by screening the information complying with the checked options. The Record Type or Slip/Transaction Type are such filters. Requested options are selected using the Search button or by checking with the mouse. In the LOGO application, all the Type filter options are selected as default. The checks of the Type options that will not be included in the report are removed using the Space key or by clicking with the mouse.
Single Selection Filters: The possible filter values are displayed as a list in the single selection filters as well; however, only one of these options can be selected as the filter value. The report filters the information according to the selected option. The Listing Method (by Code or Description) and Page Format (Same Page or Separate Pages) filters of the Transaction and Status reports, and the Printing Method (Draft or Approved) filter of official lists are such filters.
Listing Records of Which Code and Description Field is Empty: If it is required to list records for which field code/description is not entered while filtering in reports and browsers, filtering is performed without entering any data. Filter is activated and left empty. For instance, when Material (Class) Aux. Code filter located in Sales Transactions list is activated and the filter is left empty, all invoices of which Material (Class) Aux. Code field is empty are listed in the report.
If a report is normally generated using the same filter values, the conditions set in the filter lines can be saved and reused, eliminating the loss of time and user errors. The filters are recorded by clicking the "Save Filter" button on the report screen. The filter file is given a name, and the specified filter values are saved.
To generate a report using the saved filter values, the Load Filter button of the relative report screen is used. The filter files saved for that report are listed, the filter to be used is selected and the report is generated with the conditions saved in this file. The defined conditions can be changed if necessary. When the Load Filter button is clicked, only the filter files saved for the relevant report are listed.
In "text" type fields of the report, card or slips' filter windows, more than one filter can be used at the same time. To do that, "Detailed Filter" option is used that is located on the filter line.
General Usage Table
ABC CODE = 'ABC'
ABC{*} CODE LIKE 'ABC%'
-[ABC] CODE <> 'ABC'
[ABC]..[HK] CODE BETWEEN 'ABC' AND 'HK'
-[ABC]* NOT(CODE LIKE) 'ABC%'
Example:
When "00" and "A"* filters are defined as material codes at material cards filter window, the "00" coded material card and the cards that their codes started with "A" are listed.
