Filtering options
To add filters to a report, you can enter a value into the Filter and Or columns in the New Report or Change Report page. See Creating reports.
You have five filter columns available in each report you create or edit.
When you want to insert filters in a report, depending on the type of data in the selected field, you may see one of the following:
Option | Description |
---|---|
Drop-down list | To select from the drop-down list, click and select a value. |
Ellipsis | The ellipsis button is displayed for client, supplier, employee and assignment/job type searches, enabling you to access the Search window. Click the ellipsis to open the Search window. |
A blank field | Enter the value you want to filter on and click OK. For example, to select all billed amounts greater than $1000, type: >1000. |
For details on the type of filters you can use, see below:
Filter commands
Applying multiple filters
Filters are based on the detail line and not on any grouping that has been applied to a report.
If you are filtering on a $ value for clients, the report module will determine if the client meets the value specified and if so, will display the client $ value. Grouping is then taken into account on how to display the data on the report.