Some reports offer filters beyond the date range, letting you focus on a single customer, a particular status, or a specific year. This guide explains how those extra filters work.
Reports with extra filters
- Service Agreements (Customers section) – filter by contract status, or choose All to see every agreement.
- Customer Equipment (Customers section) – filter by customer to list only that account’s installed equipment.
- Service History (Customers section) – filter by customer and by date range to review a customer’s service tickets.
- Certifications (HR & Payroll section) – filter by status such as Current, Expiring Soon, or Expired.
- PTO Report (HR & Payroll section) – choose a year to see leave balances for that year.
- Payroll Detail (HR & Payroll section) – filter by employee in addition to the date range.
Steps
- Open Reports from the main navigation and click the report you want.
- Locate the extra filter near the top of the report — this may be a status dropdown, a customer selector, a year selector, or an employee selector, depending on the report.
- Choose the option you want. If the report also has dates, set the Start Date and End Date too.
- Click Apply Filter to update the results.
- To reset, choose All (where available) or clear the selection, then apply again.
Tip: Whatever filters you apply also carry through to your export, so a customer- or status-filtered Excel or PDF will contain only the matching records. See Export a report to Excel or PDF.