Creating Custom Criteria

Use the New Line function, or the action items associated with the Add button, to begin the process of creating custom criteria statements for the report. The Save button be used to name, save, or print the report criteria it any time, or to launch the run the report once it contains at least one criteria statement and has been saved. Use the Edit button to make changes to statements that you have already added, and Option functions to alter the more advanced report options, to add parameters definitions to the report, or to redefine your default preferences.

To Create Custom Criteria, use the following steps:

1. On Millennium Explorer, click Reporting > New Criteria.
2. Click Custom Profile to create a Profiles World report. Click Custom Event to create an Events World report. A Report Form will display. It will, at this point, contain your personal default settings, but no criteria statements.
3. Enter a Report Title.
4. If relevant, select the report Format/Utility to use with this criteria.
5. Review your the default settings for the Combine, Duplicate, and Deceased options and change if desired.
6. Click Criteria to add criteria for the report.
7. Click the New Line function button to start constructing criteria statements. See Writing Criteria Statements for step-by-step instructions Or, click Mand. Group or Group to insert a criteria group designation. Or, click Gift Total or Dues Total to create a Total. Or, click Saved Criteria to insert saved criteria from another report.
8. To insert additional lines of criteria, click New Line or click Add and then one of the action items as described above. If you have created a Total, and you want to use it in a criteria statement, click Add and then click Use Total.
9. If it is necessary to make changes to any of the criteria statements that you have created, click the Edit function button and click Change, Cut, Copy or Undo.
10. To compose a free text description of the report and to alter any of the Report option settings.
11. To define Parameters (see Parameters) for this report, click Options>Parameters.
12. To save the new criteria, click Save or Save As. Enter save options as described in Saving the Report.
13. To launch the report from this form at this time, click Run. See the Running the Report topic.