Data Filters

Overview

• Data filters are used to filter records.  Filters are available for text, numbers, dates, and other types of data.

• Most modules have built-in filters in the header section which can be used to quickly filter the data. In most cases, the filters are applied when View (button) is clicked.

• Columns also have filters to group or filter the records. Right click a column heading to display a context menu with grouping and filtering options.

Examples of Data Filters for Transaction List Views

• Set: Sets a specific period such as today, this month, this year.

• Date: Allows users to set their own dates.

• ← →: Adjusts the date in the direction of the arrow.

• User: Filters the data according to the user who created the transaction

• Rep: Filters the data according to the sales representative.

• Customer: Filters the data according to the customer.

• Inventory: Filters the data according to stock item.

• Branch: 

  • Only visible if multiple branches are created in Main Menu > Office < My Organisation > Branches (tab).

  • Filters the data according to selected branch.

• Status: 

  • Multiple checkbox selections to filter the status group such as Pending, Active, Complete, and Cancelled.

  • If none of the checkboxes are checked, all the statuses are included.

• Search Bar: Provides specific search criteria for transactions. Typically displayed after the header filters have been applied and the list of transactions have been displayed.

• Reset (button): Resets the selected data filters.

• Arrow on Reset (button)): 

  • Dropdown list which provides pre-set search filters such as Today, All Pending, All Active, All Pending and Active.

  • Still requires View (button) to be clicked.