The Add/Edit Parameter Window

The Add/Edit Parameter window is used for selecting a data field and it's parameters to be used as criteria for the report. Click here for more information about adding criteria to a report.

Parts of the Criteria Window

Select how this criteria will work with other criteria.

Select A Field
Filters the listing of fields. Options are:
  • All - All the available fields
  • Frequently Used - Default listing of frequently used fields for this report
  • Essential - Displays only the essential fields required for the specified report
Type part of a field name to list only the fields whose name contains one of the words you have typed. Click the Search button to filter the list. If the filter box is empty, all fields will display.
A drop down menu showing the available conditions for the field. Conditions are ways to search the field for data, such as "is one of" or "=."
Filter Type part of a word to show rows in the list that contain what you have typed. Click the Search button to filter the list. If the filter box is empty, all fields will display.
Adds the current criteria and allows selection of additional criteria.
Cancels the adding of the criteria.
Adds the current criteria and returns the user to the Add Criteria window.
Diataxis: 
Reference

Order Search Criteria

If the report or mail list pertains to sales or transations, you can add various order contains criteria, similar to the ones on the right.

This allows you to cross reference what you are searching for based on other things that might be part of the purchase.

For example, you might be searching for

  • donors, that also bought a ticket to one or two performances
  • classes, where the order was paid for using a scholarship (i.e. pass/gc) after a certain date
These special criteria all begin with **. It you type '**' into the filter, they will be easier to find.