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Using the selection formula

Selection formulas allow you to filter the records you want included in a report. For example, using the record selection tools, you can limit the records in your report to include only records for a specific group of customers, a specific range of account numbers, or a particular date range.

Note: The record selection formula requires a Standard or Site license.

To set up record selection using a formula:

  • On the ribbon, choose Preview › View › Formula.
Selection Formula dialog with formula component fields
  • In the Selection Formula dialog, enter the formula by typing in the components.

Note: For advanced record selection strategies and performance tips, see Using enhanced record selection formulas in the Designing Optimized Web Reports chapter of the Crystal Reports User’s Guide.