In this issue we will cover how to filter a report, save report filters, and load report filters.

How to Filter a Report:

1.      Open desired data module. (i.e.: Incident Reporting) by double clicking on desktop icon

2.      Click Print Reports when the module menu displays (i.e.: Incident Reporting Menu)

3.      Click the + beside desired module (i.e.: Incident Reporting)

4.      Click the + beside System Reports – a list of available system reports will display.  (Click the + beside Custom Reports to display any custom reports designed or added to FirePrograms)

5.      Highlight the desired report to be filtered & printed.  (i.e.: By Incident Date)

6.      Click the top button (called Filter Records), the define filter screen will appear.

7.      Click the Data to Filter dropdown – the tables associated with the report will be displayed.  Such as In5Basic = basic page of the incident report, IncdApps = apparatus associated with the incident, etc.  For example purposes, select In5Basic.

8.      Click the Field to Use dropdown – the fields within the table are displayed.  For example purposes, select AlarmDate (Alarm date contained on the Incident Report)

9.      Click the How to Filter dropdown – displays functions to filter with such as = (allows you to filter for a particular value), between (enter starting & ending values, will display data between given values), <> (not equal to given value), etc.  For example purposes, select =

10.  Starting Value dropdown – displays all values associated with field to use (i.e.: 8/1/2007).

11.  Click OK to enter your filter (if you wish to save your filter see steps below before clicking OK).

12.  Click the 2^nd button (called Preview Report), your report will appear with the filter defined above.

13.  The above steps show you a basic filter, if you wish to change the filter you just designed – click the Filter Records button to display the current design and make your desired changes.  To see any changes made, click OK on the filter, then click the Preview Report button to display your new results.

Saving a Report Filter:

1.       After following steps 1 – 10 above, in the field labeled “To Save the Below Filter for Quick Access Later…” (top right hand corner) enter an appropriate name for the filter you designed (for example given above call it Daily Incidents By Type)

2.      Click the Save button.

3.      This will save the defined filter for future use.

Using a Saved Report Filter:

1.      To load an existing filter, click the To Load a Saved Filter.. dropdown & highlight desired filter.

2.      To modify the filter, make any changes to the fields desired once the filter is loaded.

3.      Click OK to accept the filter (& changes if any).

4.      Click Preview Report button to view your results.