Customizing the Counterpoint Data Filters in the Reports
One of the nice features of the Counterpoint software is the ability to customize the data filters in the reports. If you run the items report, for example, you will get the option to choose a range of item numbers, the primary vendor, a range of categories, and sub-categories.
If you want you can change the filters further, and select records based on any of the fields in the item table. Profile fields, alternate units, dimensions, descriptions, and many other fields. The fields can be set to have values included, excluded, or even to be empty.
In order to change the filter properties, right-click the mouse button on the white background area of the filters, and select customize. The view will change to a list of the fields selected. At this point, you have the option of adding additional fields or changing the existing ones. To change a field, click on that field, and you will get a list of all of the available fields. Depending on which table or view is being used, the list can be quite long. The same field may be selected more than once.
To change the condition, such as the item number being a range, click on the condition, which in the case of a range will be “between”. You are then presented with a list of options, such as “is (exactly)”, “contains”, “more than”, “less than”, and many others. These are all fairly self-explanatory. Also, the “and” at the end of the line can be changed to an “or”.
So, if you wanted to run the report for two specific items, you would select “Item number” for the field on the first two lines. Then click on the condition, and select “is (exactly)” on both of those lines. Finally, you would click on the “and” on the first line, and change it to “or”. This gives the result of generating the report for both of the two item numbers entered on the first two lines.
To get the screen back to the more friendly view that you originally had, right-click on the white background again, and select “simplify”. You will be back at the selection screen that you are used to, with the ability to lookup item numbers, and such.