Use the Report Customisation window to determine the amount of information you want to include on a report. Customising allows you to choose specific pieces or ranges of data that can be included on a single report. For example, if you want to print a Sales [Customer Detail} Report for customer Eileen Martin for the months of May through July, you can use customising to select those criteria only.
You can use the Customisation window for reports you print on your printer, as well as reports you display on your computer screen.
Click the Customise button to open the Report Customisation window. The window varies, depending upon the report you're customising.
Wildcards are special characters that give you more flexibility in selecting various records, such as account numbers and invoice numbers, to print on reports that use that type of information.
You can use two wildcard characters, the asterisk (*) and the question mark (?), in the Report Customisation window.
The asterisk Using the asterisk in the Report Customisation window allows you to print a report for a specific group of records. For example, if you want to print an Account Transactions report for all accounts whose account numbers begin with 1, you can use the asterisk wildcard to do so. (Without the asterisk wildcard, you could print the report only for a single account or for all your accounts.)
To select only the accounts whose numbers begin with 1, enter 1* in the Selected field in the Report Customisation window for the Account Transactions report.
When you print the report, only the accounts whose numbers begin with 1 will be included on the report.
You can use the asterisk in other locations in an account, item or job number in the Selected field, as well. For example, if you have several item numbers whose numbers end in SVC (to indicate the items are service items), you can enter *SVC in the Selected field to print a report that includes only the items whose numbers end in SVC.
The question mark The question mark wildcard allows you to restrict a report even further than the asterisk. Using the question mark, you can limit your report to elements that contain only a specific number of characters.
For example, say 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 Selected field of the Job Transactions report's Report Customisation window, enter C?? to limit the report to three-character jobs that begin with C.
Like the asterisk wildcard, the question mark can be used in other locations in account, item, purchase, sale and card names, as well.
Click below for the step-by-step procedure: