Adding Filters in Reporting

Overview:

Within the reporting module in foreUP, there are two types of reports. The first page that is shown is the classic reporting page. We also now offer New Reporting which allows more customization and the ability to save your custom reports. 

Part One: Classic Reporting

Part Two: New Reporting

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access to the Reports module

• Employee Permissions to view reports

Steps: Part One

Follow the below steps to add filters in classic reporting: 

1. Within old reporting, you will be able to toggle the different Drop-down Menu at the top of each report to filter.

Steps: Part Two

Follow the below steps to add filters in new reporting: 

1. Within new reporting, you can select different reports from a vast list. Once you have selected a report you will then have access to different filters within each report. You will then click on the button labeled "Add Filter".
2. Once you have clicked on the “add filter” button a drop-down menu will appear with different filter options. You will then click on the Filter you desire to use.
3. After you have selected a filter, the button will show at the top of the report with the name of the filter. For example, if you chose to use the category filter the box at the top of the report will be labeled "Category". You will then click on That Box to complete the filter. If we continue with the category example, you would be able to click on the box and then select the Pro Shop Category from the list.

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737