Reports - Filter, Group and Sort

#Select the report you want to work on.

#To Apply a Filter.

1. Type Criteria: Enter your search term into the relevant column header field.
2. Click Filter Icon: Select the champagne glass icon.
3. Choose Logic: Select your preferred filter logic and wait for the page to reload.

Tip: This video shows how to filter the Full Invoice/Credit report by the Customer name.

#To Apply a Grouping.

#Right-click the column header you want to group by and select Group By from the dropdown menu.

#The report is now grouped by that column header data field.

Tip: Any columns showing totals will now also display subtotals for each header group.

#To Sort by a Data Field.

#Click a column header to sort the report in ascending order. Click the same column header again to sort in descending order.

Tip: The column header is now darker and displays an up arrow for ascending order or a down arrow for descending order.