Data Filters

Data Filters are used to extract specific data from a report that contains all the available data. Filters are available for text, numbers, dates, and other types of data.
The selected data filters are activated once View (button) is clicked.
Every module, report and transaction has its own Data Filters.
Data filters consist of:
- Dropdown lists: Users can select an entry from the dropdown list. If All is available, using the filter is optional. If there is no All option, an entry from the dropdown list must be selected.
- Radio buttons: Radio buttons apply criteria to the list based on the button that is selected.
- Checkboxes: The entries that are checked are included. All the options are displayed if all or none of the checkboxes are checked.
To illustrate the concept, here is an example of the standard data filters for Quotations.

Field	Description
Blue bar	Displays a summary of the selected filters.
Set	Sets a specific time frame such as Today, This Month, This Year.
Date	Filters the data according to a Start and End Date interval.
← →	Back/Forward arrows toggles the date backwards or forwards depending on the set date.
User	Filters the data to only show records that involve the selected User.
Rep	Filters the data to only show records that involve the selected Representative.
Customer	Filters the data to only show records that involve the selected Customer.
Entity	Filters the data to only show records that involve the selected registered Entity.
Status	Checkboxes to filter the records based on their status groups such as Pending, Active, Complete, and Cancelled. Multiple checkboxes may be checked. If no checkboxes are checked, all the statuses are included.
Search Bar	Provides specific search criteria for transactions. Only active after View (button) is clicked.