User's Manual - Drake Software

Drake Software User’s Manual
Setting Up a Report
1. From the Report Editor - Step 1 window (see Figure 12-2 on page 315), click
Next. The Report Editor - Step 2 window is opened (Figure 12-3).
Figure 12-3: Report Editor - Step 2 window (top half)
2. Select a pre-defined or custom filter from the Select a Report Filter drop list.
Note the Filter Description displayed when a filter is selected. (Figure 12-3).
3. Click Save.
Customized
Filters
Use a pre-defined filter as a template for creating a customized filter. Be aware that
changing a pre-defined filter affects every report in the program that uses that filter.
We recommend making a custom filter (or copying a filter and giving it a unique
name), and then editing it to your specifications.
IMPORTANT
Before a change is made to a filter, the program indicates which
reports will be affected and offers the option of editing the existing
filter or editing a copy of it. If you edit a copy, the original filter and
associated reports remain unchanged; only the current report is
affected.
To customize a filter to assign to a report:
1. After making changes in the Step 1 window (Figure 12-2 on page 315), click
Next to open the Report Editor - Step 2 window (Figure 12-3).
2. Select a filter from the Select a Report Filter drop list.
3. Click Edit Filters to open the Filter Manager window (Figure 12-4 on
page 318). The filter you selected is highlighted.
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