How to > The Report Wizard > The Report Wizard Step 4: Enter Row Selection Logic > Examples of How to Create Row Selection Logic

To help you better understand how to create row selection logic in Step 4 of the Report Wizard, we will show you step-by-step the logic that goes into this step.

Here are two examples:

Loan example. This setup will select all loan accounts schedule to pay off in 90 days

1.	Before moving to step 4 in the Report Wizard, make sure at least the following mnemonics are selected on step 2:

•LNMATD, Maturity Date. This is found in the Loan Master Record (LN).

•LNDUDT, Next Payment Due Date. This is found in the Loan Master Record (LN).

2.	Move to step 4 of the Report Wizard.

3.	Select the DIFFMONTHS( StartDate, EndDate ) function. (See Definition of all Functions.) The following expression will appear:

DIFFMONTHS( StartDate , EndDate )

3.	Double-click or select StartDate, and then double-click the RUNDATE ( ) function from the Function list. RUNDATE ( ) will replace StartDate.

4.	Double-click on the words "EndDate" and select from the Report Column Headings list.

5.	Click on the less-than-or-equal-to button . See Definition of all Operators.

6.	Type "3" and then click the button. The following expression displays steps 3-6:

DIFFMONTHS( RUNDATE ( ), Maturity Date ) <= 3 &

7.	Select the DIFFDAYS( StartDate, EndDate ) function. (See Definition of all Functions.)

8.	Double-click or select StartDate, and then select from the Report Column Headings list.

9.	Double-click or select EndDate, and then double-click the RUNDATE ( ) function from the Function list. RUNDATE ( ) will replace EndDate.

10.	Click on the greater-than-or-equal-to button . See Definition of all Operators.

11.	Type "-60". The following expression displays steps 7-11:

DIFFDAYS( Next Payment Due Date , RUNDATE ( )) >= -60

The final equation would like like this:

finloanexamequation_gwrtr

This setup tells the system to:

•Pull all accounts where the Maturity Date is less than three months from the date the report is run, AND

•Pull all accounts where the difference between the Next Payment Due Date and the date the report is run is greater than -60.

Deposit example. This setup will select all deposit accounts that have a Hold Action Code (DMHACC).

1.	Before moving to step 4 in the Report Wizard, make sure at least the following mnemonic is selected on step 2:

•DMHACC, Hold Action Code. This is found in the Deposit Master Record (DM).

2.	Move to step 4 of the Report Wizard.

3.	In the Select if box at the bottom of the screen, click then a space, then symbol. Remember: An exclamation point is the Not operator to the expression to its right. It changes a true expression to false and a false expression to true. See Definition of all Operators.

This now appears in the white box:

paraexlexam_gwrter

3.	Select "ALL(RepeatingField =<><=>= value)" from the Function list. (See Definition of all Functions.)

The following expression will appear after "! (":

ALL(RepeatingField =<><=>= value)

4.	Double-click on the words "RepeatingField" in the new formula.

RepeatingField is now highlighted.

5.	Click on in the Report Column Heading list. "RepeatingField" will be replaced by "Hold Action Code."

6.	Click and drag the mouse across <><=>= in the formula.

7.	Press <Delete> on the keyboard.

8.	Double-click on the word "value," and type "0."

9.	Click outside the parenthesis after "0," and click .

The calculation is now complete and looks like the following:

depexamgrter

You would then move to the next step in Report Wizard.

When the report runs, it will pull all deposit accounts that have a Hold Action Code, as set up on the Deposits > Account Information > Restrictions & Warnings screen > Restriction/Action Codes tab in CIM GOLD.