How to Customize Report Filters

Overview
All finance reports share a common filter bar—learn how to refine your data.

Steps

1. At top of any report, set Duration via the date picker.

2. Use dropdowns (Client, Project, Category, Employee) to narrow scope.

3. After selecting filters, click outside the dropdown to apply.

4. Results refresh automatically.

Tips

• Combine multiple filters (e.g. Project + Employee) for micro-reports.

• Bookmark the URL after applying filters to return later.

Troubleshooting / FAQs

• Q: Filters don’t apply until I reload.

  • A: Click the “Refresh” icon in your browser or press Enter in the search box.

• Q: I see “All” even after picking a client.

  • A: Deselect “All” first, then choose a specific client.