Report Filtering

Quick question: How many items do you have in your current CaseComplete project? 10? 20? 50? It’s not unusual for our customers to have thousands of items in each project. But when it comes time to generate a report, a list of thousands of items isn’t always useful. Enter report filtering.

In this episode of the Custom Reporting Video Series, we’ll cover all the reporting keywords you can use to filter precisely which items will appear in your report. You’ll learn:

  • The basics of the where clause.
  • Advanced keywords, such as AND, OR, Contains, StartsWith, and Exists.
  • How report parameters work hand-in-hand with a where clause.
  • Other filtering techniques such as generating a report from the filter tab, or by using Reporting options.


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