Using "Formula" filter  
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At this point, you have learned to implement "User Input" and 'Master Lookup" filters by designing the report filters for the "Product List" report. In this section, we will learn to implement "Formula" filter for a report. For this purpose, we will design a report to list the customer orders. The requirement is for this report to list only the orders placed by the customers in the last seven days.

Orders List
   
We know that the customer relations can view the list of closed orders. It can be observed that there are six orders placed by the customer.
   

Four of these orders have been placed in the last seven days. Once the "Orders List" report is configured and implemented, the users will be able to directly view the orders placed in the last seven days.
   




Configuring "Formula" filter
   
Since we want to display the orders placed in the last seven days, we will have to configure the start data and end date report filter parameters, but the values for these filters must be automatically set instead of user input.

End date will be set to today's date and start date will be set to (today's date minus 6).
 
Filter parameter 1: Start Date

LHS: select "OrderDate" from the dropdown list.

Operator: select ">=" from the dropdown list.

Filter Type: select "Formula" from the dropdown list.

RHS: Enter the required formula "=Today()-6" in the textbox.

Filter parameter 2: End Date

LHS: select "OrderDate" from the dropdown list.

Operator: select "<=" from the dropdown list.

Filter Type: select "Formula" from the dropdown list.

RHS: Enter the required formula "=Today()" in the textbox.

Assigning a role

Enter the role name "admin" in the formula bar. By assigning the admin role, only the users belonging to the admin role can access this report.



Open "Orders List" report
   
Log into the application using an admin users userid.

The report will be automatically added as a menu option. Click on the "Orders List" report available under the orders menu.
   





"Orders List" report
   
The orders list report will be displayed as shown in the screen capture.

It can be observed that only the customer orders placed in the last seven days have been displayed in the report.