Search, filter, and group records
The system allows for searching, filtering, and grouping of records in a view to display only the most relevant records. The search bar is located at the top of the view: start typing to search for values, or click the (dropdown) icon to access the Filter, Group By, and Favorites drop-down menus.
Search for Values
Use the search field to look for specific values, and add them as a filter. Type the value to search for (like a salesperson’s name or a product), and select the desired option from the drop-down menu to apply the search filter.
Instead of adding a custom filter to select records where Administrator is the salesperson on the Sales Analysis report
Sales app -> Reporting -> Sales, search for Admin, and click the submenu icon next to Search Salesperson for : Admin, and select Mitchell Admin.
Sales app -> Reporting -> Sales, search for Admin, and click the submenu icon next to Search Salesperson for : Admin, and select Mitchell Admin.
Using the search field is equivalent to using the contains operator when adding a custom filter.
Filters
Filters are used to select records that meets specific criteria. The default selection of records is specific to each view but can be modified by selecting one or more preconfigured filters, or by adding a custom filter.
On the Sales Analysis report (Sales app -> Reporting -> Sales), only records that are at the sales order stage, with an order date within the last 365 days are selected by default.
To also include records at the Quotation stage, select Quotations from the Filters. Furthermore, to only include sales order and quotation records from a specific year like 2024, first remove the existing Order Date : Last 365 Days filter by clicking x (cancel), then select the Order Date -> 2024 filter.
