The report screens generally display all the available records. Where there are many records, this can become impractical. A search facility allows you to filter what is displayed on the screen. By specifying the search criteria at the top of the screen, you can control which records should be displayed on the screen for selection.
The filtering facility is displayed on the screen as follows:
Criteria can be entered directly into the appropriate boxes, or selected via the drop-down lists in various ways:
- 
will display a drop-down list of the available options
- 
will link to another screen that lists the available options, e.g.
To make a selection, click the required hyperlinked value.
There are three sets of columns for selection.
|
First column |
You can make selections based on one or more of the available fields. Multiple selections can be specified in any combination. |
|
Second column |
For each of the selections in the first column, specify one of the following operands from the drop-down list: = (equal to) <> (not equal to) < (less than) <= (less than or equal to) > (greater than) >= (greater than or equal to) like (similar to) Note: When using the "like" operand, the value specified in the third column must end with %, e.g. SADI% could find SADIE, SADIEN, SADIEZA, etc. If % is included in front of the name (optional), all names containing the string will be found, e.g. %SADI% could find BASADIEN, SADIE, SADIEN, SADIEZA, etc. |
|
Third column |
For each of the selections in the first column, provide a specific value. |
The following examples illustrate how to use the search criteria:
Display a benefit statement as at 11/04/2003, in respect of surname Sadie, membership number 16.
|
Column 1 |
Column 2 |
Column 3 |
|
Date Effective |
= |
11/04/2003 |
|
Surname |
= |
Sadie |
|
Membership No |
= |
16 |
Display the business transactions earlier than 11/09/2003 for all income types except MTC, for account MEM DEPOSIT.
|
Column 1 |
Column 2 |
Column 3 |
|
Transaction Date |
< |
11/09/2003 |
|
Income Type |
<> |
MTC |
|
Account |
= |
MEM DEPOSIT |
Display the business transaction balances for investment medium OMGUARAN, for all schemes.
|
Column 1 |
Column 2 |
Column 3 |
|
Investment Medium |
= |
OMGUARAN |
Once the search criteria have been entered, click SEARCH.
The screen will display the selected records as per the specified search criteria.
You can specify the sort sequence in which the records are to be listed on the screen. Click either the Asc (Ascending) or Desc (Descending) button. Once selected, ensure that the other search criteria are specified, then click SEARCH.
The screen will display the selected records as per the specified search criteria, and in the sort sequence requested.
You can also create an export file (in CSV format) of the records displayed on the screen. Provide an e-mail address, then click EXPORT. The report will be e-mailed to the address provided.