Select the report you want to work on
To apply a Filter....
1. Type in the relevant field the filter you wish to apply
2. Click on the champagne glass
3. Select the filter logic and wait for the page to reload
For example, this is how you can filter the Full Invoice/Credit report by the Customer name
To apply a Grouping....
Right click the header you wish to Group by and select 'Group By' from the dropdown
The report is now grouped by that data field
Any of the columns showing totals will now also showing subtotals for each group
To Sort by a data field....
Click on a header to sort the report Ascending by that field.. ..click it again to Sort Descending
The header is now darker and shows the arrow up for Ascending and arrow down for Descending