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Line Summary and Detail Filter

Use the Line Summary and Detail Filter view to create a report filter and run a report.

In the Filter view you can configure required report parameters, add additional report parameters, import or export a report filter file, save a filter or load a filter to the CIC server, and run the report.

Creating a report filter

Create a report filter by configuring report parameters.

Under Required Parameters, configure the required report parameters.
Add Additional Parameters to the filter. To add an additional parameter, under Additional Parameters select a parameter from the list.
If the Group by and Summary Parameters box is available, configure the optional parameters.

Running a report

When you have configured the parameters for your report, click Run Report from the toolbar. The report is displayed in the Workspace.

Note To add multiple instances of the same parameter with the And property, see the Help topic Adding the AND property to a parameter.

Parameters

The following parameters can be specified for the Line Summary and Detail report.

Required Parameter

Date/Time range

Group by and Summary Parameters

Subtotal by Month or Week
Show Detail

Additional parameter

Line

Parameter Descriptions

Parameter	Parameter Type	Required/Optional	Description
Date Time Range	Filter	Required	The date and time range bounds
Line	Filter	Optional	The line to filter by
Subtotal by Month or Week #	Informational	Optional	The interval for which the report is subtotaled by. Choose either Month or Week #
Show Detail	Format/Informational	Optional	This parameter specifies how details are displayed for the report. Select False to display the summary statistics with hyperlinks to show report details. Select True to show the details in the report.

Importing or Exporting a report filter

You can import and export a report filter file.

Import report filter

To import a report filter from a file:

From the Reports toolbar, click Import . The Import dialog is displayed.
Select the Name of the filter file to be imported. The name is displayed in the File name box.
Click Open. The report filter is displayed in the Workspace.

Export report filter

To export a report filter to a file:

From the Reports toolbar, click Export . The Export dialog is displayed.
Type a descriptive name for the filter file in the File name box.
Click Save. The report is saved and the dialog box is closed.

Saving or Loading a report filter

You can save a report filter to the CIC server or load a saved report filter.

Save report filter

To save a report filter to the IC Sever:

From the Reports toolbar, click Save Filter . The Save Filter dialog is displayed.
Type a descriptive name for the report filter in the lower box, and click OK. The filter name is displayed under the report name in the Navigation Pane. You can run the report from the Navigation Pane by double-clicking the saved filter.

Load report filter

To load a saved report filter from the IC Server:

From the Reports toolbar, click Load Filter . The Load Filter dialog is displayed.
Select a filter name, and click OK. The report filter is displayed in the Workspace.

Resetting filter parameters

You can reset a filter to its default view.

To reset filter parameters, from the Reports toolbar, click Reset .
The filter default parameters are displayed.