Filters
Filters can be used to include or exclude specific data in either a new or existing report.
Some examples of how you can use filters include:
- include clients who require tax or financial planning for two partners in the practice.
- only include clients with billed amounts equal to or greater than $1000 but not less than $1000.
- include clients who require an audit.
- identify clients tagged to receive a newsletter.
Using filters
You can customise your report at any stage and add, edit or delete filters.
Filter types
You can apply filters to a report using either:
Filter commands | Filter commands allow you to test the data in your report for specific criteria such as clients with an unbilled wip balance >$5000. For instruction and examples on these commands, refer to Filtering options. |
Filter prompts | Filter prompts allow you select the fields you would like to prompt on, for example Client partner. You may wish to run a report for 1 specific partner instead of for all partners. For more information, refer to Filter prompts. |