Filter Data

Most menus (not only reporting!) offer you the possibility of filtering according to numerous criteria: Project, Customer, User, Tag, but also with advanced criteria such as billable projects, confirmed reservations, etc.

To filter, follow these steps :

  1. Click on the filter box at the top left of most screens
  2. Perform a keyword search to refine the filter and select filter criteria. To add another filter, click on the filter again to open it and add another search.

Notes:

  • You can use the And / Or combination by clicking on the appropriate button:
  • You may save the filters as a personal variants so to easily re-use it at later stages. You may define up to 3 variants for each screen:

 

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