Additional report criteria can embed fixed criteria for a report’s data. For example, a file plan report may be designed only for electronic media types. You can ensure that other media types will never be included in this report data by selecting Media Type ID from the picker and entering the value of Media Type ID—for example, Insert).

To add additional report criteria:

  1. In the All Reports pane, select a report. The report layout is loaded in the designer.

  2. On the Report tab, select Additional Criteria.

  3. In the Additional Report Criteria dialog, select the Browse  icon.
    The Assign a Schema Value dialog opens. The schema names of the selected component property or object are displayed in Schema Browser.

  4. Select the schema name and then select OK. The updated Additional Report Criteria dialog opens with the schema name details.

  5. Enter the corresponding value for the schema name and select Add to Expression.
    The expression is displayed in the Expression Window. The Boolean operators AND and OR can be used to add more combination expressions.

  6. Select Clear Expression to clear the added expression.

  7. Select OK to save the settings and exit.

  8. Select Save on the toolbar.