How Do I Apply Report Filters?

To apply filters to a report:

1. Click Report Center from the reports menu .
2. Select the desired report in the Report Center.
3. Apply Date Filters by selecting the desired filter from the Field drop-down such as Transaction Date, Project Start Date, Invoice Date, etc.
4. In the next field, select an appropriate date option such as All Dates, This Year to Date, Custom, etc. and the appropriate range in the From-To fields.
5. Select AND, OR or NOT to narrow or broaden the search when using multiple filters.
   
   If you specify multiple filters using the AND option (default), only the data which matches all the specified filters will be included in a report. Thus, the report will contain less information. In contrast, OR retrieves records that matches one or the other filters, resulting in more information on the report. NOT is an exclusion filter where you specify the items or data that should not be queried or fetched for the reports.
   
6. Depending upon the report category, you can specify Other or More Filters by selecting the desired filter from the drop-down list such as Project ID, Project Custom 1, Time Expense Employee ID, and so on.
   
   Other Filters available on the Report Center also include custom fields from master information records associated with the report, for example, Client Custom 1, Client Custom 2, Project Custom 1, etc.
   
7. Select a range of items in the From-To fields or discrete items in the Select Items field.
8. Similarly, you can specify Group Filters (such as Project Group, Client Group, etc.) and then select the appropriate From-To range or discrete items.
9. In addition, you can enter a Custom Query String as a specific filter. Check Append to (E) Query option to apply it.
10. Click View to preview the report. When you are done, click Close.