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The Report Wizard Step 4: Enter Row Selection Logic

Navigation:  How to > The Report Wizard >

The Report Wizard Step 4: Enter Row Selection Logic

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Step 4 of the Report Wizard allows you to enter row selection logic to determine which rows you would like to see when the report is run. For example, you may not want accounts with a zero balance to appear on the report when it is run. If nothing is entered in this setup, all rows are downloaded to the PC. You could also export the file to another application such as Excel, and make your selection criteria in Excel.

 

reportwizardstep4

 

1.Using fields from the Report Column Headings, the operator buttons, and the functions in the top left pane, enter a logical statement that can be determined to be true or false.
 
For example, a selection logic statement, Location1.Requires Flood Insur = Yes, would only select loans that required flood insurance based on the location of the property.

 

See the examples in Appendix A of some real report setups.

 

When you have entered the row selection logic to determine which rows you would like to see on your report, click <Next> in the bottom-right corner of the screen. Step 5 of Report Wizard will appear.

 

See also:

Example of How to Create Row Selection Logic

Definitions of all Operators

Definition of all Functions

Appendix A - Special Calculations

Appendix B - Special Loan Field Mnemonics

Appendix C - Report Examples

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