Select the report you want to work on.
To Apply a Filter.
- Type Criteria: Enter your search term into the relevant column header field.
- Click Filter Icon: Select the champagne glass icon.
- Choose Logic: Select your preferred filter logic and wait for the page to reload.
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.
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.
The column header is now darker and displays an up arrow for ascending order or a down arrow for descending order.