Explains how user can filter data in lists to find what they need
List Reports
Every application in PriceCube starts with a list. This a handy overview of all Cubic's records, but can be overwhelming at times.
Filtering your List
You can filter your list by selecting the column or "field" you want to filter by from the arrow in the first filter box in the top left corner (highlighted in the image above). If required, click on the + button in the top left corner to add a new field box.
To filter your data follow these steps:
- Select the field you want to filter data by
- Enter the values by which you wish to limit the list
- For fields with a predefined set of values you should pick one or more values from the list
- For free text fields type in any words which fall within that field. Upper/lower case is ignored
- For dates enter the dates before and after the date you are looking for (if you leave from date blank it will search "up to" the to date, and if you leave the to date blank it will search "from" the from date
- For other fields like numbers, amounts and so on you can optionally enter from/to (range) or discrete numbers you are looking for
- Click anywhere else on the screen to reload the list filtered based on your selections
If you choose more than one filter they are all taken into account together (only data which meets all your filters will appear)
