An important step in accessing a report that you want to view is to ensure that the correct information is returned from the system. To do this, you need to add the most desired filter to the report. Report filters let you control what information is included in your report. Now, these filters will depend on the type of report that you select on the Reports Tree.
The aim with the standard filter is to allow you to view items that are relevant. A standard number of filters exist for every report and is usually aligned with what is used in general. If you are using a custom report you will also need a new set of Standard Filters to be set-up.
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 list of items. The options seem endless and sometimes overwhelming, which is why a number of top used filters will be listed at the top of the field name options.
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 know you will use the same set of filters every time you view a report.
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
- 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
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 that have a Job Status set to Finished.
- Click the View Report button
A new window will open on your Internet Browser (e.g Chrome, FireFox, Explorer etc.). If the report is missing information, simply close this window, modify the report filters and rerun the report
To refine the search, you can add additional filters to further refine the information that is displayed. For more information on how to add additional filters please see below section.
Add Additional Filters
With your report open, click the Add button to add a new record
In the Field Name column click on the new record drop-down and select Client
In the Comparison column select Is Equal To from the drop-down
In the Value column type the name of the client that you want to view a job status for. For this example, we have typed Trish Beauty Spa
- Click the View Report button
- The report will open in a browser with all information filtered for.
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.
- Once you are happy with your report filters and have viewed your report, click the Save As My Default button
- Next time you view this particular report, the filters will automatically be inserted.