Articles in this section

Filtering by multiple state types

Avatar
Edwina Swierc
Updated

Filtering by multiple State types

When filtering is enabled on the Project, Worklist or Invoice screens, you can filter the report by one or more state types. For example, you can report on all In Progress, and On Hold projects, or all Lodged, and Approved Invoices.

  1.  Click on the Project, Worklist or Invoice menu
  2. On the select screen, click on the Filter button Filter.PNG. This will enable the filter function
  3. Navigate to the State column to select multiple States,  hold down the Ctrl button(for PC users) or Command button (for Mac users) on your keyboard and click on the States you would like to report on

    filters2.png

 

Saving the filter as a filter view

  1. To save the reporting filter in the Project, Worklist or Invoice screen, select the Save button Save.PNG
  2. Select one of the following options:
    • Create a new user view to save the filter for only you to view
    • Create a new organisation view to share the view with members of your organisations
  3. Enter a report name and click on the Create button

 

 

Related articles