Filters

Click here to see the Filters page

On this page you can apply filters to the report. This allows you to exclude certain clients from the final report. You can filter clients using the following criteria:

Clients who have a certain range of Employee, Manager or Partner Codes

 

>>To only include clients who have a certain range of employee, manager or partner codes in the final report

  1. Select Employee code, Manager code or Partner code as appropriate from the Filter type drop-down list.
  2. In the From box, enter the code that is the first in the alphanumerical range of codes that you wish to report on.
  3. In the To box, enter the last code in the range.
  4. Select the Add button to add the filter to the list of filters that will be applied to this report.

>>To only include clients who are in a certain Analysis Category setting

  1. Select Analysis category from the Filter type drop-down list.
  2. Select the Analysis Category whose setting you wish to check from the Category drop-down list.
  3. Select what the category should be set to for a client to be included in the report from the Set to drop-down list.
  4. Select the Add button to add the filter to the list of filters that will be applied to this report.

 

>>To only include clients who are in a certain Yes or No Category setting

  1. Select Yes or No category from the Filter type drop-down list.
  2. Select the Yes or No Category whose setting you wish to check from the Category drop-down list.
  3. Select what the category should be set to for the client to be included in the report from the Set to drop-down list.
  4. Select the Add button to add the filter to the list of filters that will be applied to this report.

 

>>To only include clients who are in a certain Group Under Category

  1. Select Group under category from the Filter type drop-down list.
  2. Select the Group under category that the client must be in to be included in the report from the Category drop down list. Images/CCentre00000294.gif
  3. Select the Add button to add the filter to the list of filters that will be applied to this report.

 

 

Clients can be placed in Group Under Categories when they are first created or later using the Codes page of the client's Main Details form. You specify which Group Under Categories are available, allowing you to group clients in any way you like.

Applying more than one filter to a report

Once you have added the first filter, you may wish to apply a second filter to the report. Enter the details for the second filter and select the Add button. It appears in the list under the first filter. Clients must now meet both criteria to be included in the report.

Including clients with one setting or another for a particular category or code

You can also apply a filter which includes clients for whom a particular category or code has one setting or another setting. Enter the details for the filter, with the first allowed setting in the Set to box and select the Add button. Enter the details for the filter again, but enter the second allowed setting in the Set to box and select the Add button. You will see the filter in the list change to indicate that the category or code should be the first setting or the second setting.

Click here to see some examples of filters

 

Clear - Clear any filter details that you have entered and reset the Filter type to <none>.

Edit - Select a filter from the list and select this button to change its details. You cannot edit the Filter type once the filter has been added to the list. When a filter has been edited, the Add button changes to an Apply button. Select it to apply your changes.

Remove - Select a filter from the list and select this button to delete it.

Lookup - If you choose Employee code, Manager code or Partner code as your filter type, you can select this button to open the Sage Taxation Users window. This allows you to select a member of staff from a list of all Employees, Managers or Partners, as appropriate.