Summary
SalesPRO software gives you the ability to use filters for the data generated on reports. This article will explain how to effectively use these filters.
Instructions
- From within SalesPRO, go to the Reports tab.
- Locate the report you wish to run.
- Reports can be found by:
- Click on Find Report and type in all or part of a report name (Wait until results appear, highlight desired report, click Run.)
- Click on Open Report and find the report you want to run (Reports are listed in alphabetical order).
- Looking under the different categories on the Reports tab (Quotes, Sales & Orders, Customers, etc.)
- Reports can be found by:
- The report will appear as a PDF document.
- Once the report is open, three tabs will be visible: Report, View, and Edit.
- To apply a filter, switch to the Report Tab and select the Filter Icon.
- In the Date Range Filters, use the drop down menu to select your desired date range, or choose "Custom Date Range" to enter your desired range.
- If you choose Custom Date Range you will get a small window with a Start date and an End date. Fill those in and click OK.
- Then click OK again.
- Your report will be displayed using the new selected date range.
- Note: The date range filter is not applicable on all reports so it will be absent for some.
- Other filters will have a Yes or No answer. Simply click on the Yes or No and a drop down menu will appear allowing you to change the answer.
- Filters that appear blank are text fields. These must be typed in exactly as they have been recorded in the software in order to work.
- For example, if there is a filter for Customer Name, the customer name must be typed in exactly as it is recorded or it will not work.
Applies To:
- SalesPRO Software