Step- Click Reports on the side bar navigation then you have several options to select to



Step- From Client tab, select Filter button on the right hand of the page. From here, you can select any types you want to filter.

(For example : choose the date when the application is started. You can also filter it more by choose "Equals, Greater than, Less than, or Not equals". Once you are done, click Save. It will automatically shows you the list of Clients according to the filter)

Note: Always remember If you want to filter it by using other options, do not forget to reset the previous filter.



Step- From Application Tab, you will see different types from filter. Simply choose one of the option you do want to filter.

(For Example : choose workflow category, whereby you can choose more than one. Click save after you are done. It will automatically shows you the list of Applications according to the filter)



Step- From Invoice Tab, you will also have different types from filter. Simply choose one of the option you do want to filter.

(For Example : choose Created By category and input the name (i.e. Steve). Choose Contain from drop-down list after that click Save. It will automatically shows you the list of Invoices according to the filter)




Step- From Office Check-In Tab, you will also have different types from filter. Simply choose one of the option you do want to filter.

(For Example: Choose the Check-In status (i.e. you can choose more than one option) and click Save. It will automatically shows you the list of Check-in status according to the filter)




Step- From Sales Forecast Tab, you will also have different types from filter. Simply choose one of the option you do want to filter.

(For Example : Choose the Sales Forecast Amount and put the amount (i.e. $10000). Choose an option from Drop-down list (i.e. Greater than or Equal) and click Save button. It will automatically shows you the list of Sales Forecast according to the filter)




Step- From Task Tab, Click " +Add New Filter " and choose the option hat you want to filter (For Example: Choose the High priority) and It will automatically shows you the list of Tasks according to the filter


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