Filters help you narrow down the data on the reports. We have pre-selected a few most commonly used filters for each report. You can either use these filters or remove them. Clear selected option appears when you hover your mouse over a filter.
There are also pre-selected values for each report and depending on the report type you can modify the values to your liking.
List reports
Click Select values button to open the list of selected and available values. You can add a value by selecting it from the Available values section. Remove a selected value by hovering your mouse over the value and clicking the remove icon.
Graphical reports
For graphical reports, you can select one Data source (Sales, Number of orders, Billing, Revenue, Sales margin, Margin and Sales activity), Grouping and Time frame. You can also include data from the previous year, forecasts, and view the values using sales probability as a factor.
Analysis reports
For analysis reports, you can select the values you want, but you can choose a maximum of three Grouping options. Additionally, the time frames are more limited than on list reports. You can also include data from the previous year, forecasts, and view the values using sales probability as a factor.
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