Report Filters

Modified on Wed, 25 Feb at 6:02 AM

You can use report filters to refine the report options for each report type (Booking, Purchase, Voucher or Activity) to refine the report options to meet your requirements. The filters can be saved for future use.

Saving report filters

Report filters can be saved by selecting the required columns and output option and saving the filter.

Select the Reports tab
Select a report type tab (Booking, Purchase, Voucher or Activity)
Select the Columns you want in the report
Select a date range for the report. Filters do not support specific date ranges
Select an output option, use screen to display on the screen or Excel (CSV Format) to create a file to use in Excel
Select Save Filter button
Type a name for your Report Filter

Using report filters

Saved Report filters appear at the top of the page in a pull down list.

Select the Reports tab
Select a report type tab (Booking, Purchase, Voucher or Activity)
Select a saved filter from the filter pulldown
If required make any adjustments to the report option
Select Search button

Deleting report filters

Report filters can be deleted by selecting the filter and using the Delete Filter button to remove.

Select the Reports tab
Select a report type tab (Booking, Purchase, Voucher or Activity)
Select a saved filter from the filter pulldown
Select Delete Filter button