Trees

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Use trees to output to reports based on all branches within a tree, or selected branches within a tree.

To add tree filtering options to a report, find the tree in the database field list in the section, and drag it into the grey area of the repeating section. Trees are always prefixed with a image.

Note: The tree you select is only the default tree for the report. When you run the report, you can select any of the trees set up for the class.

Set trees for

This field displays the name of the sections for which trees may be selected to determine the report/section output.

Main tree

You can select a tree from a list of trees set up for the module of the section class — in this case, inventory items. The default value is the tree that was originally dragged into the repeating section when the report was created. The report prints information for items belonging to the selected tree. Click Set Branches to narrow the report output down further so that information only prints for items belonging to specific branches in the tree.

To select a branch, click it. To select multiple branches, hold down the Shift key and click each branch to include (or just the first and last branch if you are selecting a range). Click Select to update the output criteria to include only items belonging to selected branches.

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