Using Advanced Filters

If you need to create a report of subcontract Vendors that have expired insurance dates, you’ll need to learn how to use Filters. There’s two types of filters. The first type of filter I call a Simple filter because you use a series of pull-down boxes to define your filter. The second type of filter is an Advanced filter where the filter definition is manually constructed.

In this example, we’ll need to use an Advanced filter, because the Simple filter can’t handle the complex logic. Remember, the report must show all subcontract Vendors (Vendors with a Normal G/L Account of 507000) where the Workers Comp, General Liability, or Other Insurance dates are expired (expired before the current terminal date).

Here’s the filter:

(WORKERS_COMP_INSUR_EXPIR_DATE$ < X$(41,2)+X$(37,2)+X$(31,2)+X$(34,2)
GENERAL_LIAB_INSUR_EXPIR_DATE$ < X$(41,2)+X$(37,2)+X$(31,2)+X$(34,2) 
OTHER_INSURANCE_EXPIR_DATE$ < X$(41,2)+X$(37,2)+X$(31,2)+X$(34,2))

The X$ stuff represents the current date, so this filter shouldn’t need to be changed each time it’s used for a report.

If you ever need to report data and don’t want to see pages and pages of information, then remember to use a Filter. And if the Filter is complex, you may need to resort to constructing an Advanced filter.