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How to create a filter to run a report for clients that have a specific flag selected?

Updated over 3 weeks ago

Creating a client expression for clients with Flags ticked
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  1. From the Reports menu, point to Clients and click Client List Abbreviated.

  2. On the Client Expression window, click New.

  3. Give your expression a Name and in the Expression field type in the following: e.g Flag0@Clients = True


Example: To filter your report if you have flag 8 ticked in Clients detail, Flag8@Clients = True

4. Click Save and Select to run the expression.

Note: The Report Builder, which can be accessed from the Reports menu, gives you an easy to use reports wizard to create and filter reports.

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