PMXpert User Manual

Filter Information

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Filter Information

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Filter Information

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Using the Filter Criteria window, you can isolate the records that you want to display on a screen or use in a report.

1.Click the appropriate Filter button to open the Filter Criteria window.
2.The Filter Criteria window can be resized and maximized as necessary.
3.If you want to view all available records or create a report that draws upon all available records, do not check any of the boxes or make any selections in the Filter Criteria window.
4.The filtering options appear under various tabs: Address Book, Asset, Detail, Inventory, Movement, Purchase Orders, Warranty and Work Orders.  Not all of the tabs will be available every time you open the Filter Criteria window.  The tabs will vary, depending on where you are setting this filter.  However, the basic principles of filtering are the same throughout PMXpert.
Click to expand/collapse textGroup Boxes

In each tab in the Filter Criteria window there are several Group Boxes, each enclosed by a thin grey line.

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A group box contains several fields – whether checkboxes, text fields or drop-down lists – from which you can check/enter/select your filter criteria.

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Click to expand/collapse textSelecting Multiple Criteria in One Group Box

With the checkbox group boxes, if you select multiple criteria in one group box, a record only needs to match one of those criteria in order to appear in the filtered view.

For example, if you were printing an Asset List based on the criteria you selected in this Category group box, the assets that appear in the list would either have to be Cranes or Vehicles, not Cranes and Vehicles.

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Click to expand/collapse textSelecting Multiple Criteria in Multiple Group Boxes

However, if you select multiple checkboxes in more than one group box, the record must match one selected criterion in each group box in order to appear in the filtered view.

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Here, the assets that appear in the filtered asset list would have to be Cranes in the Garage or North Shop, or Vehicles in the Garage or North Shop.

A Crane in the Acid Tank Room, for example, would not appear in the filtered view.
Click to expand/collapse textSelecting Multiple Criteria in Multiple Group Boxes under Multiple Tabs

If you selected checkboxes in multiple groups under multiple tabs, the record must match one selected option in each group in each tab in order to appear in the filtered view.

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If you were printing work orders based on the criteria you selected here, the work orders would have to be of High priority and related to assets that are either Cranes in the Garage or North Shop, or Vehicles in the Garage or North Shop.

A Work Order related to a Lathe would not appear in the filtered view.  Nor would a Low priority work order related to a Vehicle in the Garage.
Click to expand/collapse textEquals, Contains, Begins With, Etc.

In the General group box and some other group boxes, you can filter the records based on what the fields contain, start with, equal, etc.  From the drop-down lists, choose the condition that the fields must meet in order to appear in the filtered view: Equals, Contains, Does Not Equal, etc. Enter the values(s) in the subsequent field(s).  You may be able to type in a value or you may be forced to choose from a list, depending on the condition you selected in the previous drop-down list.

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Unlike the checkbox group boxes, the records must match all of the specified fields.  In the example pictured above, the assets that appeared on this filtered asset list must contain “Truck” in the asset name and “CompanyX” in the asset description.  It would not display, for example, the “RT588 Crane” asset, even if it had “CompanyX” in the description.
Click to expand/collapse textAddress Book Tab

In the Address Book tab, you can select a Name from your database by clicking the ellipsis to the right of the field.  In the Find Labor window, select the appropriate company and click OK.

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Click to expand/collapse textDates

Some tabs contain Dates group boxes, in which you can select a date range from the drop-down calendars.

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Click to expand/collapse textAdvanced

For some of the tabs, you will also be able to add Advanced criteria.
1.To create a more complex and detailed filter, click on the relevant tab and click the Advanced button in the bottom left corner (if available). The Advanced window opens.
2.Under Define New Criteria, select a field from the drop-down list.
3.From the next drop-down list, choose the Condition that must be met: Equals, Does Not Equal, Begins With, Greater Than, Less Than, Is Blank, etc.

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4.If the condition you select requires a value or values, enter them in the subsequent field(s).
5.Click the Add button to add your custom entry to the list of Advanced Criteria in the top grid.
6.Continue adding as many advanced criteria as you need.  Note that a record must match all advanced criteria (in addition to the other criteria selected in each tab) to appear in the filtered view.
7.To remove an entry from the advanced criteria list, select the entry and click the Remove button.  Click the Remove All button to remove all of the advanced criteria in the grid.
8.Click OK in the bottom right corner of the Advanced window to accept the advanced filter you created. You will return to the Filter Criteria window.
5.Click OK at the bottom right corner of the Filter Criteria window when you are done creating the filter.  The filter will now apply to the report or screen.
6.To remove the filter from a screen, click the Clear Filter button.