Friday Feature - Get Wild with Reports

Part of my job is to create the samples you see in our Report Sampler.  As of today, I manage and update 467 sample reports, and that does not include any that are exported to Excel (because those make very boring samples!). As you could imagine, I have become very adept at running reports.  One of my favorite ways to get "just the right" report is to use wildcards.  Of course, HR/Payroll users have had this awesome feature for many releases in many reports, but for Finance users this is a more recent enhancement in the Budget06, Budget50, Fiscal51, ReqPay12, and Stores02 reports.

So let's take a look at how I might use these wildcards in Budget06 (Budget Salary Projections by Employee).  There are several fields in which I can use wildcards: Emp Id, location, job cat/class, and bargaining units.

See how some of the fields have an "s" in parentheses.  This indicates a wildcard field.

Notice how I entered a string of location codes, using a dash for a range and commas for multiple entries.  These are all elementary schools.

Since I chose a single job category, I didn't use the "s" field, but because I wanted several job classes within that category, I entered e* in the "s" field for job classes.  This wildcard entry will give me the Early Childhood, Elementary and ELL teachers.

Wildcards are very flexible.  In my example I didn't specify bargaining units, but I could have.  Check it out.  I have the following methods available:

? (question mark) – Single character: “CL??O” would return CLMGO and CLCLO, but not BLHDHP.

* (asterisk) – Multiple characters: “Class*” would return ClassCE, ClassCL, ClassCO, etc.

, (comma) – Series: “ClMgt, CEMgt, Super” would return only the bargaining units with these codes.

.. (two periods) or - (dash) – Range: “CEMGT..CLMGT” would return all bargaining units within that range (excluding CCTCH and CLYDM).

Plus, you can mix and match wildcards. For example, I could enter “CE??O, CEM*, SUPER” to return all certificated management and supervisor bargaining units.

Now that's WILD!

Note:  With the introduction of multiple lookups, wildcards will be merged with "regular" fields, allowing you to enter whatever you want in a single field instead of two different fields.  Keep an eye on the tooltip at the end of the report criteria fields for more information.