Reporting

Filtering a Report

Narrow a report to one customer, vendor, item, location, project or person — and understand the boundary that is already applied before you touch anything.

Every report arrives already bounded by who you are. The Filters button narrows it further, within that boundary — it can never widen it.

Filters is a button, not a menu. It turns solid and carries a count while filters are in force, so a narrowed report can never be mistaken for the whole book.

Apply a Filter

Press Filters

A row of pickers opens beneath the controls, separated from them by a rule. Press it again to hide the row — hiding does not clear anything.

Pick a value

Each picker is a searchable list. Choosing a value refetches the report immediately; there is no Apply button.

Read the count

The button reads Filters · 2 and turns solid. That count is the honest one — every filter the row can set is included in it.

Clear filters

A Clear filters action appears at the end of the row as soon as one filter is set, and resets all of them at once.

The filter row: one picker per dimension the report supports, each placeholder naming what you get when nothing is chosen — All customers, All items, All centers.

Which Filters a Report Offers

A picker is drawn only when the report supports that dimension and there is something in it to choose. An empty roster means no picker, not an empty picker.

Filter	Appears on	Placeholder
Customer	Sales reports	All customers
Vendor	Purchase reports	All vendors
Item	Sales, purchase and operations reports	All items
Center	Any report, once the business has two or more locations	All centers
User	The User Activity audit trail	All users
Action	The User Activity audit trail	All actions
Module	The User Activity audit trail	All modules

The pairing is deliberate and one-sided: a sales report never offers a vendor filter, and a purchase report never offers a customer filter. Finance and people reports filter by location only. Group reports filter by nothing — their columns are the companies.

⚠️There is no Project picker

Reports can be grouped by project, and several carry a project dimension, but no project picker is drawn in the filter row on any report today. To read one project, group by Project and read its row, or open the project reports under Operations reports.

✅The audit-trail facets are read from the log itself

On User Activity, the User, Action and Module lists are built from what the log actually holds, keyed to the values the server stores. A pick can therefore never return an empty page because you chose a word the log has never recorded.

Filters Travel With the Report

A filter is written into the page's address, into every export and email, and into any schedule you create from the report:

Where it goes	What happens
The address bar	Copy the link and the person you send it to opens the same filtered report — subject to their own boundary.
PDF and Excel exports	The filter is named on the export, not just applied. A PDF says Center: London rather than printing a bare identifier.
Email and WhatsApp sends	One attachment, rendered exactly as the report is on screen.
Schedules	Filters are frozen into the schedule at creation. Only the dates roll forward on each send.

The Boundary Underneath

Filters narrow. They are applied inside a boundary that was already decided before the page loaded.

Who you are	What the report can reach
Super Administrator or Administrator	The whole business.
Any other role — Supervisor, Manager, Team Lead, a custom role	Only the locations on your center allow-list, refined further by your data scope.
A user whose data scope is own records	Only records they raised, within their locations.
A user with no locations assigned	Nothing. An empty allow-list means no centers, never every center.
Staff	No report at all. Reporting is closed to the Staff role.

When a location is in scope, a banner above the report states it — Viewing: London — so a narrowed figure is never mistaken for the business total.

🚨You cannot filter your way out of your scope

Choosing a center you do not hold returns nothing rather than the data. The boundary is applied on the server, at the point the rows are read; the pickers on screen are a convenience, never the enforcement. See Permissions.

Filters That Live on the Report Itself

Some reports carry controls of their own, below the toolbar, because the thing being filtered is particular to that report:

Report	Its own controls
Receivables Aging · Payables Aging	View (by party or by document), As at, Buckets, Include archived parties, and — on the by-document list — bucket, balance-range and due-date facets. See Aging reports.
General Ledger	Hide disabled accounts — hides disabled accounts carrying a nil balance. An account still holding a balance always appears.
Sales Performance · Purchase Performance · Sales Margin by Transaction	Show top — 50, 100, 250 or 500 rows on screen. The export always includes every row.

Aging's own controls and the control-account tie: Aging reports.
Saving a period and its filters for next time: Saved views.
Who can open what, and how scope is resolved: Permissions.