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.)

  • 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