Report filters

An important step in accessing a report that you want to view is to ensure that the correct results are returned from the system. To do this, you need to add an applicable filter to the report. Report filters let you control what results are included in your report. Now, the available filters will depend on the type of report that you select on the Reports Tree. If no filters are applied, certain reports can pull a lot of data, which can cause all users to experience a system slowdown. To lessen the likelihood of slowing down the system, you can apply a setting to give a warning or block users from running any report without filters.

Standard Filters

The aim of a standard filter is to allow you to view items that are relevant. Standard filters exist for every report and are usually aligned with what is used in general. If you are using a custom report you will need a new set of standard filters to be set up.

Addition Filters

Additional filters are aimed at further defining what will be displayed in the report, to assist when the standard filter falls short or provides too broad a set of results. A number of top used filters will be listed at the top of the field name options for easy access. 

Once you know how to use Standard and Additional filters, you can save them as default filters. You can save filters as default if you will like use the same combination of filters regularly.

In this section, we will show you how to:

• Use Standard filters
• Add Additional Filters to get the report you want
• Save filters as default report filters 

 Use Standard filters

1. Navigate to Reports and select the report you want. For this example, we are going to use the Job List report. Search for List and select the List option under the Job grouping.
   
   
   
   

2. The report filter screen appears. Click the Standard Filter drop-down and select from a list of preconfigured standard filters. If you want a custom standard filter to be created please contact our Support Centre.
   
   For this example, we are going to select Finished, not Closed. This option will display jobs with a Job Status set to Finished.
   
   

   

   
   

3. Click the View Report button.
   
    
   
   

4. A new window will open in your Internet Browser (e.g Chrome, FireFox, etc.). If the report results are not as expected, close this window, modify the report filters to refine the results, and rerun the report.
    For more information on additional filters please see the section below.

Add Additional Filters

1. With your report open, click the Add button to add a new record

   

   
   

2. Select options to filter for in the Field Name, Comparison, and Value columns. For more explanations on the Comparison column option please CLICK HERE.

   In the Field Name column select Client on the new record

   In the Comparison column select Is Equal To 

   In the Value column type the name of the client you want to run the report for. For this example, we have typed Trish Beauty Spa.
   
   
   
   

3. Click the View Report button. 
   
   
   
   
4. The report will open in your Internet Browser with the results, according to your filter.

Save filters as default report filters 

Saving report filters as default can be used if you know you will use the same set of filters every time you view a report. This can be used as an alternative to favorite reports.

1. Apply the required report filters and click the Save As My Defaults button.
   
   
   
   
2. Next time you open this particular report, the filters will automatically be applied by default.

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