Summary

SalesPRO software gives you the ability to use filters for the data generated on reports.  This article will explain how to effectively use these filters.

Instructions

• From within SalesPRO, go to the Reports tab.
  

• Locate the report you wish to run.
  • Reports can be found by:
    • Click on Find Report and type in all or part of a report name (Wait until results appear, highlight desired report, click Run.)
    • Click on Open Report and find the report you want to run (Reports are listed in alphabetical order).
    • Looking under the different categories on the Reports tab (Quotes, Sales & Orders, Customers, etc.)
      

• The report will appear as a PDF document.
• Once the report is open, three tabs will be visible:  Report, View, and Edit.
• To apply a filter, switch to the Report Tab and select the Filter Icon.

• In the Date Range Filters, use the drop down menu to select your desired date range, or choose "Custom Date Range" to enter your desired range.

• If you choose Custom Date Range you will get a small window with a Start date and an End date.  Fill those in and click OK.
  

• Then click OK again.
• Your report will be displayed using the new selected date range. 
• Note:  The date range filter is not applicable on all reports so it will be absent for some.

• Other filters will have a Yes or No answer.  Simply click on the Yes or No and a drop down menu will appear allowing you to change the answer. 
  

• Filters that appear blank are text fields.  These must be typed in exactly as they have been recorded in the software in order to work.  
  • For example, if there is a filter for Customer Name, the customer name must be typed in exactly as it is recorded or it will not work.

Applies To:

• SalesPRO Software