On this page we will show a number of common ways to select and filter data in reports, models, and imports.
You can also watch the tutorial video.
If you always want limit the data in a report on the same critera, you can simply enter the static value(s).
In many cases you want to enable the user to select critera when they run a report or import. For example, the company they want to import, or the period for which they want to run a report. You can achieve that with the SELECT() function. See the detailed description of this function.
A special variant of this is the SELECTPERIOD() function. If you use this function in combination with the PERIODSUM() function, you can build powerful and dynamic period-discrete and year-to-date calculations with just a few clicks. See the detailed description of this function.
To filter data in your report, or on screen, simply select a value from any of the dropdowns at the top of the screen:
This only filters data visibly on your screen, not in the database.