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27. Filtering Groups

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Filtering Groups

Filtering and Sorting within a list or report is a valuable tool for finding a specific entry into the report. Filtering relates to the ability to streamline what is shown in a report and only show on the screen the information that is required. Sorting refers to the ability to have the information in the columns appear in the ascending or descending order as required.


Filtering Groups- Can you apply filters to the groups you have created?

From the Main Menu

  • Select Inventory
  • Select Products Express List button
  • Position the Cursor over the field and data that you wish to search on

You will now have the following options:

  • Custom Filter List - This is a list of filters that you have previously saved
  • AND Filter - Select this to add the field (product name) that you have selected into a filter
  • Right Click again and select Preview - You will now see that your list has been reduced to only those entries that match the filter.

The Filter you have created will show at the bottom of the screen and will look something like [[Lastname]= 'Smith'] AND [[ClassName] = 'Burleigh']

If you are happy with the filter you have created and want to reuse the exact same filter in the future you can Save the filter in your Custom Filters List.

  • Right Click the report again and select ADD Custom Filter
  • The Custom Filter window will pop up so that you can give it a name. You can also edit the SQL String directly in this window

You can recall a Custom Filter by opening the list to which it relates and selecting the desired filter by name from the drop down list in the Custom Filters field

OR

  • Select the Details button.
  • In this List you may select your product group then type CTRL+SHIFT+N to apply specific filter