Set Criteria

Overview

By default, all the entries in a Form will be displayed in the Report. By setting criteria to the report, you can create report for specialized reporting needs. For example, in a Sales Database, display only the sales made in a specific region or in an Employee database, display only the employees who have joined on a particular date. The Criteria can be set from the GUI or by writing Deluge Script.

Set Criteria From GUI

  1. Select the report from the Reports tab of your dashboard page. 
  2. Select the option Add Criteria displayed in the Report Settings -> Summary. The Add Criteria dialog will be displayed.
  3. Select the radio button Selected Records and create the criteria by selecting the criteria field, operator and value. For example, to display the employees who does not belong to the "Payroll" department and joined after feb-01-2015 and before mar-01-2015, specify the criteria as shown in the screen-shot below.
  4. Set the condition as AND to display records that match both the conditions or set it as OR to display records that match any one condition.

  5. Click Done to add the criteria to the report. When you access the application, the Report will display the employees who do not belong to the "Payroll" department and joined between the specified dates, as shown in the screen-shot below:

Watch this video that captures the steps in creating the above criteria.

To view the entire list of criteria, click here.

Example

To restrict a user from viewing records entered by other users, a Criteria should be set for the report . When the following criteria is set for the report, only the records added to the database by the user who is currently logged in into Zoho Creator is displayed in the Report.

Added_User== zoho.loginuser

Watch this video that captures the steps in creating the above criteria.

Note:

  • Please note that if users can access the form and enter data without logging into Zoho, then this criteria will not deliver the desired results. In addition to displaying the records entered by the user who is accessing the report, the records entered by users who entered data without logging into Zoho will also be displayed.
  • The criteria defined for a report from the GUI, will be displayed in the report definition. To view the report definition, select the report from the Reports tab of your dashboard page. Click on Report Settings - Definition. This will display the script definition of the report. For example, the screen-shot given below is the report definition of the criteria we defined in the GUI.