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 📄What is and How to Use a Filter

This lesson discusses how to use Filters in Reports.

Overview

Filter rows are used in BackOffice to display only the information based on the criteria set in the filter rows. There can be multiple filters running through one report by adding a filter to several columns. To apply filters to a report follow these steps

  • Run BackOffice and Logon
  • Select and Display the Report you require.
  • Click on Show Filter.
    This button changes into two buttons: Hide Filter and Save Filter. It also turns on the filter Bar [Yellow]
  • Click Hide Filter to Close the Filter.
  • Click Save Filter to Save the Filter with One of the two options:  
    • Yes - To Create a New View with the saved Filter
    • No - To Save the Filter with the Current View



Filtering Options

  • Under the headers of the columns some boxes will appear, click on one of the boxes to access the filter options for that column.       
    There are 3 different filter formats.



  1. The different filters are for numerical, column specific and alphabetical respectively. They will only be present in appropriate columns. The symbol opens a text box in the filter row of the column. This quickly filters the information to what you type here.

    The types of filters available are listed below.

    Equals

    Does Not Equal

    Less Than

    Less Than or Equal to

    Greater Than

    Greater Than or Equal to

    Like

    Matches Regular Expression

    Starts With

    Contains

    Ends With

    Does Not Start With

    Does Not Contain

    Does Not End With

    Does Not Match

    Not Like


    1. Example of using some of these Filters:
      Select the 'Contains' Filter and Type Rum into the Name Field (2)

      This Filtered report shows only products with Rum in the Name

    2. Select the 'Does Not Contain' Filter and Type Spiced into the Name Field (2)



      This Filtered Reports shows Products without the word 'Spiced' in the Name Field.

  2. These Fields can be simply use to filter a specific result in that Field from the Drop-down, or Type in partial data. Used in conjunction with the Options in (1)
    1. In the Normal Size 1 Field, we Filtered for the number $11.00, only showing the 2 Filtered results. Selected from the Drop Down of Data in that Field.



    2. In this example, again using the Contains Filter, we Filtered for Product Name **Pampero Blanca** but by Deleting  'Blanca**' and the initial * leaving '*Pampero', filters for all Pampero product names.



Note, For more information on using (Custom) see the Link below "How to use multiple Filters in Reports"


       3. Clicking this Icon will clear any Filter.

 

Quick Links

How to use multiple Filters in Reports