Filter a View or a Report

All reports within Bp Allied can be filtered and grouped which provides you with a more powerful reporting tool. This section covers how to use the filtering function. Filtering allows the results of a report or a view to be changed so that only some records can be seen based on a specific criteria. For example, in the Item Sales report you may wish to see the report based on a specific item such as Initial Consultation.

Find the filter options

The column heading in all reports and a number of views is usually where the filtering functions hide.

  1. Hovering over a heading will display a small push pin that if clicked on, will display filtering options.
  2. OR

    Right click on the column header.

  3. Select Filter Editor.
  4. OR

    Click on the Show/Hide Autofilter Row (this is available on all Reports).

  5. Use an * as a wildcard to filter on part of a description in the filter row.
  6. OR

    Click Show Filter Row (this is available on all tables in Data Maintenance).

An example on the Item Sales Report

  1. Open the Item Sales report.
  2. Enter in a date range.
  3. Click Go.
  4. Hover over the column to filter by, in this case, Category.
  5. Click on the push pin.

  1. A drop-down list will display with all of the available values in that column as well as several special options.

Blanks - will show all records missing a value.

Non-Blanks - will show all records which have a value in this field.

Checked - displays for tick box fields.

Unchecked - displays for tick box fields.

Custom - this can be used to create an AND or OR scenario

For this example select Custom.

  1. The Custom Auto Filter box displays.

Enter in the values as below so that it is filtering for Category = MP Data OR Category = MP SA (these values need to be entered in exactly).

  1. Click OK.

The Item Sales report filtered for MP Data or MP SA results display as follows:

The filters that have been applied display at the bottom of the results pane.

Apply filters to more than one column

In this example, an additional filter is applied to the Location field. Location = MP NZ Headquarters.

The applied filters.

Complex filters

  1. Right-click on the column header.
  2. Select Filter Editor.

OR

Click Edit Filter from the filter display at the bottom of the results pane.

  1. The Filter Editor displays.

  1. Click the + to add further filters to your report.
  2. Click on the field names (in blue) and the qualifiers (in green) to change the values in the editor.

Remove a filter

  1. From the Filter Editor click the grey X

OR

Click the X on the left of the filter display.

OR

  1. Click on the Push Pin.
  2. Click (All).