XL Reports - Selection Screen

Many of the reports can be filtered to show only part of the data.

By default, all options for each item are included. To reduce the scope of the report, click any of the ‘Selection’ buttons and then click the options required.

The report can be filtered on any one or more of the 6 options at the same time.

After the report has been run, the selection screen will remain open so that any of the selections can be amended and the report re-run, without having to start from the beginning.

Default Settings

Once one or more selections have been made, the settings can be saved to be your default by selecting the menu option ‘File, Set User Default’ on the Filter selection screen.

Global settings (that apply to all users) can be set in a similar way but it is recommended that this option is used with caution because it will affect everyone else using XL Reports.

Saving Specific Filters

The default setting above is useful if the same selection is used repeatedly e.g. an administrator reporting on their own schemes. Sometimes it is useful to store several different settings e.g. a team leader may wish to save several settings, one for each administrator in the team. Each selection can be stored by making the selection and the clicking on ‘File, Save Filter’. A different name has to be specified for each different selection e.g. based on the name of each team member. The process can be repeated for each option.

To load a saved filter, click on ‘File, Load Filter’. In the right hand box, double click on the required filter, then click OK.