This is the main Define filters dialog that is used to run reports, labels, and envelopes. There will be changes to some of the options and additional tabs depending on the capabilities of the report you select. The Create report for section provides a selection of the records included in the report. Most reports give these three options or ones similar when you run the report. In some cases, if you haven't created an applicable lookup, the Current lookup option will not be available. In most cases you don't want to include information from the My Record, but the filter option is included for those cases when you do want to include the My Record. The Use data managed by filter allows you to select all users, a single user, or a combination of users.

The Create report for filter has an additional capability, specifically for the Current lookup and the All contacts options. The All contacts option uses a default sort of company for a contact report. The Current lookup option uses the sort order of the lookup you have created. However, if the report template has a built in sort, that will override any pre-sort.

Refer to Chapter 4, Working with the Report Editor, for more information on built in sorts.