How to Use Custom Filters on Multiple Fields with EasyReports
March 15, 2021
EasyReports is a Management Information System (MIS) and Reporting Automation application. Which connects with ERP’s like Tally ERP 9, SAP, B1, and Microsoft Navision. EasyReports simplifies users reporting needs with its dynamic dashboards that supports drag and drop feature and can be customized as per users requirement. In this blog, we will discover how you can use custom filters on multiple fields with EasyReports.
Given below is a bird’s eye view what users of EasyReports can acquire.
Standard Reports which will help users to go live in days
Report Scheduler for automated reporting and alerts
Report Designer to help users create their own reports quickly
Acts as a connector for Tally.ERP 9, SAP, B1, NAV, Excel and other databases
Here we will get a detailed understanding of the functionality of EasyReports, the advantages over other Business Intelligence (BI) tools. EasyReports has sample templates and reports with ready layouts. Which highlights the possibilities for any business and can even be saved and retrieved for later use. The key feature being it’s easy for quick customization and deployment. EasyReports can help in generating as well as automating your reports on the go.
EasyReports offers its users daily, weekly, and even monthly sales reports. In addition, it supports several advanced features that Tally cannot provide, such as Salesperson and Manager-wise reports, Target vs. Actual reports, Contribution Analysis, and Monthly, Quarterly, and Time Comparative Reports. Moreover, it includes Ageing Analysis, Outstanding by Area, Region, Salesperson, Manager, and Monthly, Quarterly, and Annual expense reports. Furthermore, EasyReports also provides Budget vs. Actual reports and various types of customized reports tailored to meet the specific needs of businesses.
Therefore, in a nutshell, it can be summarized that while Tally always serves as the foundation of the accounting platform, EasyReports offers something extra in an engaging and intriguing manner.Additionally, by integrating Custom Filters on Multiple Fields, EasyReports enhances its functionality. The drag-and-drop report generation feature is unique and made available to clients. Furthermore, EasyReports users can schedule their reports and control their frequency according to their preferences and convenience.Moreover, the EasyReports dashboard comes with customized filters across multiple fields and values, offering clients various types of charts, graphs, gauges, and more.
Using the Custom Filter options in EasyReports, we can either filter Customer Wise or Stock Item wise.Following are the key steps to log into your EasyReports portal and access reports with custom filters on multiple fields.
Step 7: Click on the drop down button, on the Customer tab
Step 8: Select the desired customer and you will have their entire business transaction filtered.
Step 9: Click and filter from the drop down button on any particular product, (if there are multiple product items)
Step 10: Click and filter from the drop down button on the particular month whose data you need to see
Step 11: To cross check, you can verify the path on the left hand side of the footer on your screen
Note: You can use the filters on any number of fields.
In addition, if you want to view only the “Sales” report whenever you open your report, you can customize it as follows:
Click on Pre Filter.
When the Pivot Grid Pre Filter dialog box appears, insert the desired command.
Click on Apply and then OK.
Now, the default Voucher Type will display “Sales” every time you open the report. To explore more features and benefits, sign up for a free trial at www.easyreports.in.
Using the Custom Filter options in EasyReports, we can either filter Customer Wise or Stock Item wise.