How To Add Additional Filters To An Enquiry

Adding filters allows you customize your enquiry report to only show or exclude certain accounts, transactions, products, or any other analysis field.

Select device:

Desktop

Apple

Android

Desktop

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Step 1: Select filter

Select Filter at the bottom of the drill menu

 

Step 2: Select analysis category

In the Filter By drop-down menu select the Analysis Category you’d like to filter by.

In this example, select Customer.

 

Step 3: Select Filter menu

In the select Filter drop-down menu select the field within the category you would like to filter by.

In this example, select Parent Accounts.

 

Step 4: Add filter

Search for the account by name, or scroll through the list selecting the items to filter.

Additionally, select if your chosen items are ‘Included’ (show only those selections), or ‘Excluded’ (show everything except the selected items).

When all items are selected, click Add Filter at the bottom.

 

Step 5: Drill

Once all Filtered items have been added, click Drill to begin building your enquiry.

 

Step 6: Enquiry bubble

Select the Enquiry bubble to view sales data and an enquiry report.

 

Apple

Download a PDF version

Step 1: New Enquiry

Tap New Enquiry at the top of the page.

 

Step 2: Report type

Select the report type you’d like to view.

For example, tap on Full Picture.

 

Step 3: Drill filter

At the top of the page, toggle the menu from Drill to Filter.

 

Step 4: Add filter

Tap Add Filter.

 

Step 5: Select Filter

Tap Select Filter.

 

Step 6: Filter field

Choose the analysis field to filter it.

 

Step 7: Filter items

Search for the items to filter on, or scroll through the list, tapping on items to include in the filter.

 

Step 8: Save filter

Click Save when all items have been selected.

 

Step 9: Add another filter

Add an additional filter, or toggle to mark selected items as included or excluded from the report.

When the filter is complete, tap Pick Drill.

 

Step 10: Select filter

Select a bubble to drill into the filtered report.

For example, tap on the Name bubble.

 

Step 11: Review report

Select a bubble to drill into the filtered report.

Android

Download a PDF version

Step 1: New Enquiry

Tap New Enquiry at the top of the page.

 

Step 2: Report type

Select the report type you’d like to view.

For example, tap on Full Picture.

 

Step 3: Drill filter

At the top of the page, toggle the menu from Drill to Filter.

Step 4: Add Filter

Tap Add Filter.

Step 5: Select Filter

Tap Select Filter.

Step 6: Filter field

Choose the analysis field to filter by.

For example, tap on Sales Person.

Step 7: Filter items

Search for the items to filter on, or scroll through the list, tapping on items to include in the filter.

Step 8: Save filter

Click Save when all items have been selected.

Step 9: Add another filter

Add an additional filter, or toggle to mark selected items as included or excluded from the report.

When the filter is complete, tap Pick Drill.

Step 10: Select filter

Select a bubble to drill into the filtered report.

For example, tap on the Name bubble.

Step 11: Review report

The report will appear.