To apply filters to your report you will first need to choose which report you want to run. Once selected, you have two filter options. These options will be outlined below.
Option 1: Edit Filter Button
In this example, I want to run a report that will show me items dispensed with specific GMS numbers. To do this:
- After selecting a date range and pressing run report, click on the Edit Filter button on the top left
- Using the box displayed below, click on the + symbol and using the dropdown, select GMS No.
- Using the dropdown that has generated beside GMS No, select "Is any of"
- In the "enter value" box, type in the GMS no(s) you want to filter by. Continue this until you're happy you have entered all GMS no's
- Select Apply
- The report will then generate with any dispenses where these GMS number(s) were used
Option 2: Using the Cog
Another way of applying a filter to your search is by using the cog on a selected column heading (The cog is available on all headings). For example, if I wanted to filter by a specific product I would do the following:
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After running your selected report for a specified date range, locate the Product Name column
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Click on the cog as displayed below
- A list of products that have generated after pressing "run report" will then be displayed as shown below
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Locate the product(s) you want to filter by and tick the box to the left of the product(s) name
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When selected, press OK
- The report will then regenerate with the selected product(s) only
How to Clear Filters applied to my report?
- Select the Clear Filter button highlighted below
- The report will then regenerate with the original data before the filter was applied