Filtering and Sorting the Item Sales by Tags Report's Data
To get the exact information needed, filters can be applied to the report. To set up a filter, select one or more filtering options. Once the filter is set up, at the bottom of the filter section, click the Refresh button to display the report data by the filter criteria.
The report provides the following filtering and sorting options:
- Date: Specify the desired period for which the calendar is to be used or use one of the available filtering options. Then click Show. These are the available filtering periods:
- Yesterday
- Current Month
- Current Quarter
- Current Year
- Last Month
- Last Quarter
- Last Year
- Advanced: Click the advanced button, select one several filtering options you want, and then click Refresh: These are the available advanced filtering options:
- Subtotal By: Select one or several filtering options - by Common, Station tags, Item tags - for the further breakdown of the results.
- Stations Included: Select the stations for which the report is to be viewed. To select more than one station, press and hold Ctrl if you use Windows OS or Command (or Cmd) if you use MacOS and click the stations you want to select. Select Show Only to view the information for the selected stations only. Select Show All Except to view the information for all the stations except the selected ones.
- Filter by Station Tags: Use this option to filter the report data by tags assigned to stations. The generated report will contain data only for those stations to which the selected tags are assigned.
To select tags by which the report data must be filtered, expand the tags tree and select the check boxes next to the necessary tags.
The report data can be filtered by root tags and tags of the lower level in the tags hierarchy. A combined filter can also be created by selecting different root and child tags. - Filter by Item Tags: Use this option to filter the report data by tags assigned to items. The generated report will contain data only for those items to which the selected tags are assigned. To select tags by which the report data must be filtered, expand the tags tree and select the check boxes next to the necessary tags.
The report data can be filtered by root tags and tags of the lower level in the tags hierarchy. A combined filter can also be created by selecting different root and child tags. - Filter by Items: Select this option and use the search tool to find the particular items by which to be filtered.
- Filter by Vendor/Manufacturer: Select this option to filter the report results by specific vendor or manufacturer.
- Filter by Method of Accounting: Select the method of accounting by which you want to filter the report data.
- Shift: Select the desired shifts from the From and To fields.
- Sort by: Select the order of the desired report columns. Select the Ascending or Descending option for the corresponding type of filtering.
- Fields to Show: Select the columns you want to see in the report.
- Show item purchases: Select this option to display the purchases data in two additional columns: Purch QTY, Purch Amount, $.
