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.