Using Filters
Question
I have a report that I am printing each month that uses a filter. I have to keep putting in and taking out the filter. Is there anything you can recommend to improve this?
Answer
Yes, there is. If there is a certain filter that will use every month, then create a new report on the Document Manager that has the filter information specified in the Filter box. By doing this, you can always have access to the unfiltered version of the report as well as the filtered version. For example, you could have a time journal for each of the staff in the firm.
Notes
- To build filter calculations easily, use the Equation Editor. Click
to access it.
Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.
Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.
If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.
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