How to filter a report by dates, customer or county
How to filter a report by dates, customer or county. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open the report from Reports.
- Use the filter bar: From / To dates, or pick a Quick range (Month to date, Last month, Quarter to date, Year to date, Last 6 months, Last 12 months).
- Narrow it with Customer and/or County where the report offers them. Utilisation also has By category / By item.
- Press Apply.
Tip
"As of" reports (AR ageing, Customer balances, Inspection compliance) use one As of date instead of a range. The sub-title shows the period actually used. Totals appear as tiles above the table and as a Total row below it.