Data Filters

Overview

Use data filters 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 that you can use to quickly filter the data. In most cases, the filters are applied when you click View (button).
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.

Filter	Description
Set	Sets a specific period such as today, this month, this year.
Date	Lets you set your 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 appears after you apply the header filters and the list of transactions appears.
Reset (button)	Resets the selected data filters.
Arrow on Reset (button)	Dropdown list which provides preset search filters such as Today, All Pending, All Active, All Pending and Active. Still requires View (button) to be clicked.