Setting activity filters

To sort job records for reporting or review, set and apply activity filters:

Date

Select the radio button next to the desired date option:

Disabled: no date filter set, all records displayed

Tracked: sort job records by the date they were printed

Billed: sort job records by the date billing/project codes were assigned (recommended)

Select a pre-defined option for the date range from the drop down list (i.e. Last month).

Select Custom to define a specific set of dates.

                   

 

Project

To filter by project/billing code, click the triangle icon next to the Project section to expand the filter options.

To locate a specific project/billing code, click the Uncheck All link and type the name or number of the project/billing code. Check the box(es) next to the codes to include.

 

Status

To filter by billing status, click the triangle icon next to the Status section to expand the filter options.

Check the box(es) next to the statuses to include.

 

Media

To filter by media, click the triangle icon next to the Media section to expand the filter options.

Check the box(es) next to the media to include.

 

Device

To filter by print device, click the triangle icon next to the Device section to expand the filter options.

To locate a specific device, click the Uncheck All link and type the name of the print device. Check the box(es) next to the device(s) to include.

User

To filter by user account, click the triangle icon next to the User section to expand the filter options.

To locate a specific user account, click the Uncheck All link and type the name of the user. Check the box(es) next to the user(s) to include.

 

Color assignment

To filter by color assignment, click the triangle icon next to the Job Attributes section to expand the filter options.

Select the radio button next to the attribute to include.

 

Report Options

Additional formatting options can be set in the Report Options section (only available from the Gallery tab). 

To sort activity after filters have been set, click the Apply button.                                                   

To reset all filters, click the Clear link.                                                                                          

 

Saving a filter set

  1. To save a set of filters for re-use, click the drop down list next to Filter and select Add new...                                                                                                                                               
  2. In the Add filter window, enter a descriptive name for the filter set and click OK.                                                                                                         
  3. Set the filters as desired, click Apply to sort the activity and click Save to save the filter set.                                                                                          
  4. To use a saved filter set, select the name of the filter set from the Filter drop down list and click Apply.                                                                                                                                                                                                                                               
  5. To delete a previously saved filter set, click the Remove link.                                                    

 

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