General Ledger  GL Query Builder  Designing a Report Query

Designing a Report Query with the GL Query Builder (continued)

Next Filters will be added to the report query design; this example will use five filters. 

4.  For the first filter, drag and drop the Register_Type_Code field from the Register Data Group into the Filter area.  The Relation field will default to “=”; do not change this selection.  In the Criteria column select BILL from the drop-down list then press the tab key on the keyboard.

For the second filter, drag and drop the Register_Date field from the Register Data Group into the Filter area.  Again the Relation field will default to “=”; change this selection to >.  In the Criteria column type in 07/31/2009 then press the tab key on the keyboard.

For the third filter, drag and drop the Register_Date field from the Register Data Group into the Filter area.  Again the Relation field will default to “=”; change this selection to <.  In the Criteria column type in 09/01/2009 then press the tab key on the keyboard.

For the fourth filter, drag and drop the Vendor_Code field from the Reference Data Group into the Filter area.  Again the Relation field will default to “=”; do not change this selection.  In the Criteria column select ADI from the drop-down list then press the tab key on the keyboard.  If ADI is not one of your Vendors, select a vendor_code that will probably have a high level of activity.

For the fifth filter, drag and drop the Account_Code field from the Account Data Group into the Filter area.  Again the Relation field will default to “=”; do not change this selection.  In the Criteria column select your company's Accounts Payable account number (typically 20000) from the drop-down list then press the tab key on the keyboard.

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