How to Add Criteria to a Report

Quick reference information for Reports Criteria

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Criteria allow you to refine the information in a report - before generating the report. Criteria can be used to find specific information and using criteria speeds up the process of generating a report.

  1. To start, click the Reports button on the main toolbar. The Reports window opens.

    Click here for more information about the Reports window.

  2. Select the report category, and the report to be used. Click the Print button.

    For more information on the specific reports, click here for a list of available reports.

    The Add Criteria window opens.

    Click here for more information on the Criteria window.

  3. Click the New button to add the first criteria.

    The Add/Edit Parameters window opens.

    Click here for more information on the Add/Edit Parameter window.

  4. Select an Operator.

    Operators are on the left hand side of the window. They are "AND, OR, NOT."

    AND
    This criteria and all previous criteria will be used in the search.
    OR
    This criteria or all previous criteria should be used in the search.
    NOT
    All previous criteria but not this criteria will be used in the search.
  5. Select a data field.

    Clicking on the plus symbol (+) next to a data category expands it to show a list of fields.

    choose indexed fields when possible as Reports generated with indexed fields generate much faster.

  6. Select a condition.

    Conditions determine how the parameters react.

    Click here for more information on conditions.

  7. Set the parameters.

    Depending on the data field and condition, the parameters may be a single number, a range of numbers, or a list of items.

    If a list of items is shown, multiple items can be selected by using the OPTION key (Mac) or the CTRL key (Windows).

  8. At the bottom of the window, click the Save button.

    The Add/Continue button may also be used to add this criteria, and select additional criteria without leaving the window.

  9. Click on the Sort tab, if necessary, and adjust.
  10. Click the Done button to generate the report.

    Click here for more information on the Finished Reports window.

Donation Receipt Tab

Parts of the Donation Receipt Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.
The Donation Receipt tab is where the search criteria is placed that will be used in generating the report.
The Sort tab allows adjustment of the sort order of the columns found in the report. Click here for more information on the Sort tab.
The Titles tab allows you to give the report a name that is meaningful to your requirements. Click here for more information on the Sort tab.
Next Receipt #
The next number that will be used when printing a receipt.
Select Donation For
Allows choosing a single campaign or all campaigns that have unprinted receipts.
Last Name Between
Allows for the selection of a range of patrons based on last name.
Calendar Year
Allows for only selecting all receipts within a calendar year. If left blank, all unprinted receipts for the current calendar year will be printed.

Print on Receipt
Receipt # On Forms
When checked, the receipts will print with a number on them. Turn this off if pre-printed receipts are being used.
Regular Name With Company
When checked, the receipts will include the name of the patron and the company.
Campaign: ' Prompt
Determines if the Campaign:' promp appears in front of the Donation Campaign on the receipt.
# of Copies
The number of copies of each receipt to be printed.
Comments for Receipts
Allows for the comment at the bottom of the receipts to be altered. This comment will print on all receipts.
Moves to the Sort tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to print the receipts. If pre-printed forms are being used, make sure they are loaded in the printer prior to clicking this button.

Donations Tab

Parts of the Donations Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.

Donation Total Options
Show Donation Total Line
When checked, an additional line for donation totals will be added to the invoice.
Returns to the previous tab.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Donor Summary Tab

Parts of the Donor Summary Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.
Create Donor Summary
When checked, all donations by a patron in the report will be combined and then the patron's giving level will be adjusted based on the total amount of donations.
Effective Date
All donations prior to this date will be summarized in the totals.
Build Summary Only
This will create a summary based on the donations in the report.
Remove Summary Then Rebuild It
This will remove any existing summaries, and then rebuild the summary for each patron.
Moves to the previous tab.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Export Tab

Parts of the Export Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.
Available Export Fields
A list of fields available to export by.
Adds the currently selected field to the export field list.
Removes the currently selected field from the export field list.
Export Format
A drop down menu allowing for adjustments to the format in which the data is exported.

Column Headers
Database Field Name
When selected, the data column headers will be the name of the database field.
Regular Name
When selected, the data column headers will be in the standard name of the field.
Returns to the Sort tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the exporting of data, and opens the operating system's save dialog. Click here for more information on Exporting Data from the Report function.

Header Tab

Parts of the Header Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.

Address Label
Strict Address Compliance
Standardized address information enhances the processing and delivery of mail.
Regular Name
When checked, the regular name of the patron is used on the label.
Formal Name
When checked, the formal name of the patron is used on the label.
Company Name
When checked, the company name of the patron is included on the address label.
Title
When checked, the title of the patron is included on the address label.
Address Label Comment
When checked, the text entry box becomes active, allowing for an additional comment to be added to the address label.

Invoice Title & Style
Invoice
When selected, the invoice style will be used for generating the report.
Statement
When selected, the statement style will be used for generating the report.
Payment Reminder
When selected, the payment reminder style will be used for generating the report.
Confirmation
When selected, the confirmation style will be used for generating the report.
Contract
When selected, the contract style will be used for generating the report.
Returns to the previous tab.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Fee & Taxes Tab

Parts of the Fees & Taxes Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.

Fee Options
Show Fee Detail Line
When checked, the fees for the invoice will be listed in detail.
Show Fee Total Line
When checked, the fees for the invoice will be summarized into a single line.

Tax Options
Show Tax Detail Line
When checked, the taxes for the invoice will be listed in detail.
Show Tax Total Line
When checked, the taxes for the invoice will be summarized into a single line.
Returns to the previous tab.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Footer Tab

Parts of the Footer Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.
Tear Off Section
Adjusts spacing so the footer can be torn off the invoice.
Performance Start Warning Time
Prints a time on the invoice to alert the patron to arrive at prior to the performance. When set to 0, this field will not print.
Additional Comments
The drop down menu is used to select any additional comments that should be included on the invoice. Comments can be added and altered under the Setup >> System Tables >> Invoice Comments menu. Click here for more information about Invoice Comments.
Returns to the previous tab.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Titles & Formatting Tab

Parts of the Formatting Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.

Page Header Titles
Use default report title
If enabled, the default report tile will print. If disabled, you can specify a specific title for the report.
Title
Enter the title you want the report to have.
Display employee full name
The name of the employee logged into Theatre Manager will print on the report.
Description
You can enter a description of the report and/or the criteria you have selected.

Formatting
Subtotal Indent
When checked, the indent of the subtotal will be adjusted. Adjust the indent by changing the number in the text field.
Column Gap
When checked, the gap between columns will be adjusted. Adjust the actual gap by changing the number in the text field.
Copy and Paste Compatibility
When checked, additional adjustments to the spacing will be done to allow for easier copying and pasting of the report into another document.
No Subtotal Headers
When checked, the page headers will be adjusted to only fit on one line.
Force Portrait
When checked, the report will print in portrait format.
Force Landscape
When checked, the report will print in landscape format.
Returns to the previous tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Hold Code Options Tab

Parts of the Hold Code Options Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.

Only Display Hold Codes
All
When selected all possible hold codes will be displayed in the report.
Used in the Performance
When selected only hold codes that have been used in the performance will be displayed in the report.
Entered Here
When selected the text field becomes active allowing the user to specify specific hold codes to be looked for.
Returns to the previous tab.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Insert Summary Tab

Parts of the Insert Summary Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.

Donation Giving Level Matrix
Matching Gifts
Checkbox - Add matching gift amount to patron's recognition when calculating their giving level
If the patron is part of a matching gift program, then the matching gift will be included in the totals when this box is checked.
Soft Credits
Checkbox - Add Soft Credits to patron's recognition when calculating their giving level
If the patrons has soft credits in the donor history, these will be added to the totals then this box is checked.
Summarize Select one of:
Each donation is shown individually within its own unique giving level matrix
Sets all donations that are in separate giving level matrices to be listed individually when selected.
Combine each donation into a single giving level matrix based on sort name
If a patron has donations in multiple giving level matrices, then all donations that have the same sort name attached will be combined into a single matrix of the user's choice. This will remove double-entered patrons if the donations contain the same sort name.
Combine each donation into a single giving level matrix based on program name
If a patron has donations in multiple giving level matrices, then all donations that have the same program name attached will be combined into a single matrix of the user's choice. This will remove double-entered patrons if the donations contain the same program name.
Combine each donation into a single giving level matrix based on patron name
If a patron has donations in multiple giving level matrices, then all donations that have the same patron name attached will be combined into a single matrix of the user's choice. This will remove double-entered patrons if the donations contain the same patron name.
Combine each donation into a single giving level matrix based on patron number If a patron has donations in multiple giving level matrices, then all donations that have the same patron number attached will be combined into a single matrix of the user's choice. This will remove double-entered patrons if the donations contain the same patron number.
Combine each donation into a single giving level matrix based on household number If many people in a household have given donations, then all donations that have the same household number will be combined into a single matrix of the user's choice. This will aggregate donations for the same household. The name that is chosen when combining by household will follow these rules
  1. The primary household patron, if any one donation is listed under their name
  2. The highest value combined donor patron (if the primary didn't give, but many in the family did)
  3. The name of the patron that gave if there is only one
Giving Level Matrix
Currently there are three selections:
  • Corporate Donation Ranges
  • Individual Donation Ranges
  • Special Benefit Events
Moves to the previous tab.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Pass/G.C. (or Membership) Tab

Parts of the Membership Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.

Membership Total Options

Show Pass/G.C. (Membership) Total Line

Show Pass/G.C. (Membership) Notes
When checked, an additional line for membership totals will be added to the invoice.
Returns to the previous tab.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Parameters Tab

Parts of the Parameters Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.

Include Fields In Totals
Discounts
When checked, this includes any discounts that were received with the sale.
Ticket Fee 1
When checked, all monies that were associated with Ticket Fee 1 are included.
Ticket Fee 2
When checked, all monies that were associated with Ticket Fee 2 are included.
Ticket Fee 3
When checked, all monies that were associated with Ticket Fee 3 are included.
City Tax
When checked, all monies that were credited to City Tax are included.
State/PST Tax
When checked, all monies that were credited to State/Prov Tax are included.
Federal/GST Tax
When checked, all monies that were credited to Federal Tax are included.

Date Range For The Current Period
Start Date
Set the date that the report should start on.
End Date
Set the date that the report should end on.
Opens a mini-calendar for easier date selection.
Returns to the previous tab.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Payments Tab

Parts of the Payments Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.

Payment Detail and Summary Options
No Payment Detail
When selected no payment information will be printed on the invoice.
One Payment Per Line
When selected all payments will be printed on the invoice with one membership per line.
Summarize Payments on
When selected the payments will be summarized based on the selected parameter below.
Payment Method
When selected the payments will be summarized based on the payment methods field.

Payment Total Options
Show Payment Total Line
When checked, an additional line for payment totals will be added to the invoice.
Returns to the previous tab.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Price Code Options Tab

Parts of the Price Code Options Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.

Only Display Price Codes
Enabled for Performance
When selected only the price codes that have been setup for the performance will be in the report.
Actually used to sell tickets
When selected only the price codes with tickets sold to them for the performance will be in the report.
Entered Here
When selected the text field becomes active allowing the user to specify specific price codes to be looked for.
Returns to the previous tab.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Promotion Worksheet Tab

Parts of the Promotion Worksheet Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.
Do Not Include Invalid Promotions
When selected, Theatre Manager will only calculate the promotions relative to the performance.
Include Invalid Promotions
When selected, Theatre Manager will calculate all promotions in the system.
Returns to the previous tab.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Add Criteria - The Titles Tab

Parts of the Titles Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.
Page Header Titles
Use default report title
If enabled, the default report tile will print. If disabled, you can specify a specific title for the report.
Title
Enter the title you want the report to have.
Display employee full name
The name of the employee logged into Theatre Manager will print on the report.
Description
You can enter a description of the report and/or the criteria you have selected.
Returns to the previous tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Projects Tab

Parts of the Projects Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.

Project Detail Options
No Project Shown
When selected no project information will be printed on the invoice.
Project Total Only
When selected only the project toals will be printed on the invoice.
Always Include Task Group Details
When selected the task group details will be included.
Also Include Task Details
When selected the task details will be included.

Project Total Options
Include Total Line
When checked, a subtoal line will be added to the invoice.

Reporting Options
Use Project Heirarchy
When enabled, the invoice will print in the same order as the Project heirachy.
By Date Only
When enabled, the invoice will print by dates.
Show Comments
When checked, the comments will be printed.quote>
Returns to the previous tab.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Set Day As 'Today' Tab

Parts of the Set Day As 'Today' Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.
Select Month Ending
Set the date that Theatre Manager should use to run the report. Any data past this date will not be included.
Returns to the previous tab.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Time Paramters Tab

Parts of the Titles Tab

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If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.

Time Range
Hour Start
Enter the Hour to Start the Report
Hour Stop
Enter the Hour to Stop the Report

Totals Outside Hour Range
Overall Total
If enabled, the report will total all the tickets purchased outside of the time range specified.
Total before 7:00 AM
If enabled, the report will total all the tickets purchased prior to the start of the time range.
Total after 10:59 PM
If enabled, the report will total all the tickets purchased after the end of the time range.

Totals to Track Per Hour
Count Of Records
If enabled, the report displays a count of the records processed.
Tran Quantity (Qty)
If enabled, the report displays the quanitiy of the records processed.
Tran Tix Price Paid (Price Paid)
If enabled, the report displays the transaction ticket prices paid.
Tran Tix Discount (Discount)
If enabled, the report displays the discounted transaction ticket prices paid.
Tran Total Amount (Total)
If enabled, the report displays the the total of all the transactions.
Returns to the previous tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Sort Tab

Parts of the Sort Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.
Available Sort Fields
A list of fields available to sort by.
Adds the currently selected field to the sort field list.
Removes the currently selected field from the sort field list.
Selected Sort Fields
The fields currently used for sorting. Default sort fields may appear here. There is a limit of nine sort fields.
Sort In Descending Order
When checked, the currently selected sort field will sort in descending order.
Upper Case Conversion
When checked, the currently selected sort field will be converted to upper case letters.
New Page When Field Changes
When checked, the currently selected sort field will start on a new page when the field changes.
Returns to the previous tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Sort and Subtotal Tab

Parts of the Sort & Subtotal Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.
Available Sort Fields
A list of fields available to sort by.
Adds the currently selected field to the sort field list.
Removes the currently selected field from the sort field list.
Selected Sort Fields
The fields currently used for sorting. Default sort fields may appear here. There is a limit of nine sort fields.
This drop down menu shows the various subtotal options that are available for this report.

Sort
Sort In Descending Order
When checked, the currently selected sort field will sort in descending order.
Upper Case Conversion
When checked, the currently selected sort field will be converted to upper case letters.

Pagination
New Page When Field Changes
When checked, the currently selected sort field will start on a new page when the field changes.

Subtotals
Subtotals When Field Changes
When checked, subtotals will be listed whenever the field changes.
Add Subtotal Header Above
When checked, the subtotals will be listed in the header.
Show Subtotal Only, No Details
When checked, only the subtotals are displayed.
Returns to the previous tab.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Subtotal Options Tab

Parts of the Subtotal Options Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.
Day
Subtotals the report by day.
Week
Subtotals the report by week.
Month
Subtotals the report by month. This is the default setting.
Moves to the previous tab.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Tickets Tab

Parts of the Tickets Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.

Ticket Detail and Summary Options
No Ticket Detail
When selected no ticket information will be printed on the invoice.
One Ticket Per Line
When selected all tickets will be printed on the invoice with one ticket per line.
Summarize Tickets on
When selected the tickets will be summarized based on the selected parameter below.
Play Code
When selected the tickets will be summarized by the play code.
Performance Series Code
When selected the tickets will be summarized by the performance series code.
Promotion Title (Internal)
When selected the tickets will be summarized by the internal promotion title.
Promotion Description (External)
When selected the tickets will be summarized by the external promotion description.

Ticket Total Options
Show Ticket Total Line
When checked, an additional line for ticket totals will be added to the invoice.

Ticket Date Options
Ticket Date Options
When checked, an additional line for the Performance Date will be added to the invoice.
Returns to the previous tab.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.

Time Period Tab

Parts of the Time Period Tab
If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.
Select Data Created Between
Set the date and time range of the data to be used.
Opens a mini-calendar for easier date selection.
Sets the date criteria to the default range.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.