Create Report - Filter Guide

Hey Everyone,

We really like the "Create Report" function in Infor to create custom reports based off of lists. I've been able to create some really helpful reports that users access in "MyReports".

I'm looking to expand on this. I don't show a guide or cheat sheet on anything for filters and compute for these reports/lists. Before I start creating my own guide.

Does anyone here or Infor have one?

Example: One of the recent ones I'm looking for a date range filter that would only show the past 30 or 60 days of transactions such as PO Lines, Issues, or the procurement expense report.

Thanks,

Ben

Find more posts tagged with

Accepted answers

All comments

unknown

Ben, I know this isn't exactly helpful, but I've been trying to learn more about creating the reports myself. How did you go about learning how to create these reports?

Heidi Anderson

Following - I haven't looked, but is there anything useful on Infor U? Ideally that's where we all could find help and training like this.

Stace Webley

We've been able to do this by creating two configured fields and referencing them in the filter.

ben-auer

Thanks - Will give this a try.

ben-auer

We've done lots of trial and error, and documented the basic steps. I am not aware of any established infor documentation or training. We started targeting lists that we needed expanded to see all records. Example, purchase from locations or template lines. We click the create report button, find the business class, locate the list and then start from there. We've continued to create other reports for other needs.

Copyright © 2025 Infor. All rights reserved.