The Report Viewer lets you sort columns, add Filters, and set a Date Type and Date Range so you can focus on the records that matter. This article explains those options after you open a report.
Search and column filters on list screens such as Orders or Estimates work differently. For those lists, see Using Search and Filters.
Table of Contents
- Important Information
- Opening a Report
- Sorting a Report
- Adding a Filter
- Setting the Date Type and Date Range
- Frequently Asked Questions
- Related Articles
Important Information
- Recent system changes may take time to appear in report data. The date dialog also shows this message.
- Filters and the date control apply in both Table and Chart.
- A report Filter applies when Field, Condition, and Value are complete. Report Filters do not use an Apply button.
- Some reports include locked Filters that cannot be changed.
- Date Type options vary by report. On Invoiced Orders Detail, Date Type includes Invoiced, Created, Built, and Closed.
- In Table view, one column at a time drives the sort. The active column uses a distinct Sort icon.
- Fields controls which columns appear. For more information, see Reporting Overview.
- Wait until the report finishes loading before using Filters or the date control.
Opening a Report
Navigate to Reports.
1. Click View Report for the report you want to work with.
Note: This article uses Invoiced Orders Detail.
Note: You can use Search reports to find a report by name.
Sorting a Report
In Table view, click a column header to sort the rows.
1. Click the header of the column you want to sort by.
Note: The active column uses a Sort icon. Click the same header again to reverse the sort.
Adding a Filter
Filters apply in both Table and Chart view.
1. Click Filters.
The Filters side panel opens. Filters control which records appear in your report.
2. Click the plus icon to add a filter.
A dialog opens with Field, Condition, and Value.
3. Select a Field.
4. Select a Condition.
5. Select a Value.
Example: Field Customer, Condition is, Value Daisy Car Wash.
The report updates when the filter is complete.
Note: Click the minus icon on a filter row to remove that filter. Click the plus icon to add another filter.
Setting the Date Type and Date Range
The date control shows the current Date Type and Date Range. For example, Invoiced Last Month. Date Type and Date Range are available in both Table and Chart view.
1. Click the date control.
2. Select a Date Type.
3. Select a Date Range.
Note: The report updates automatically. The footer shows the applied range.
Note: When you select Custom, a Custom Range control appears so you can choose start and end dates.
Date Range options include:
- Relative: Today, Yesterday, Last 7 Days, Last 14 Days, Last 30 Days, Last 90 Days, Last 365 Days
- Current: This Week, This Month, This Quarter, This Year
- Previous: Last Week, Last Month, Last Quarter, Last Year
- Other: All Time, Custom
Frequently Asked Questions
1. How is this different from Search and Filters on Orders or Estimates?
Answer: List screens use Search, column filters, and Apply. The Report Viewer uses Filters (Field, Condition, and Value) and a separate date control. For list screens, see Using Search and Filters.
2. Why didn't the report change after I selected a Field?
Answer: Complete Condition and Value. The report updates when the filter is complete. Conditions such as is empty do not require a Value.
3. Can I sort more than one column at a time?
Answer: In Table view, one column at a time drives the sort.
4. Why can't I change a filter?
Answer: Some reports include locked Filters that cannot be changed.
5. Do Filters apply in Chart view?
Answer: Yes. Filters and the date control apply in both Table and Chart.
6. Why don't I see a column I want to sort?
Answer: Use Fields to show the column. For more information, see Reporting Overview.