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Mihir Sharma
Written by Mihir Sharma

How to use filter for client report?


Users are able to gather specific information about clients and generate a report regarding these information. In order to filter information on client report, users need to

Step 1 - Click Reports on the side bar navigation then select Client

Step 2- You will see a list of all clients Client Report and be able to filter the list

Step 3- Click the "Add new filter" button on the top

Step 4 - Select the category that you would like to filter such as Client name, Client Email, Ratings etc.

Step 5 - Select the parameter.

Step 6 - Click Save Filter to save the frequently used filters.

Access the saves filter easily without setting the filter again and again.



Step 6 - Click Save Filter to save the frequently used filters.

Access the saves filter easily without setting the filter again and again.

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