Use Report Filters for Custom Data Analysis
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How to use Report filters for Customized Data viewing and Analysis?
In this tutorial, we will learn how to use filters in reports and understand how they help in viewing precise, organized, and relevant details in Logic ERP.
Accessing Reports and Configuration
Open any desired report from the system.
A configuration list will appear along with a date range section.
Define the period for which the report should be displayed.
Understanding Filters
Filters appear on the right-hand side of the report window.
Most reports include common filters, while some reports may display additional filters depending on the type of report.
Filters help sort, refine, and organize data for better analysis.
Common filters include:
Party Name – To filter data for a specific customer or supplier.
Item – To view reports for particular items only.
Brand Name – To display transactions related to a specific brand.
Group/Category – To categorize and filter data by product group or item category.
Series – To generate reports based on specific bill or document series.
Applying Filters in Reports
Without Filters:
Generating a report directly will display all bills created during the selected period for all parties.
Using the Party Filter:
Select the Party checkbox.
Choose the desired party from the list.
Click OK to generate the report.
The system will display all transactions of the selected party within the chosen date range or financial year.
Applying Multiple Filters
Just like you applied the Party filter, you can also apply multiple other filters such as Company/Brand, Item, and Series, etc.
Next, choose the Brand or Company Name you wish to view.
After defining both filters, click the OK button to generate the report.
The system will now display all transactions of the selected brand/company with the selected party within the chosen period.
This Party + Brand-wise filtering helps you view more focused, relevant, and accurate sales data.
Using the Series Filter
If you want to check bill details for a specific series:
Click on the Series Filter.
Select the required series.
The report will display only the bills from the selected series.
Refining Reports with Amount Range Filters
To locate a specific bill when you only know the party name and an approximate amount range:
Use the Sale Amount Range filter.
Enter the range in the Net Amount field (e.g., ₹1000 to ₹2000).
The report will show only bills that fall within the defined amount range, helping you trace the exact bill easily.
Conclusion
By applying one or multiple filters, you can refine reports to display only the most relevant data. This not only saves time but also helps in quick analysis and better decision-making. Filters make report viewing more targeted, organized, and efficient.
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