This page explains the functions of each of the buttons on the reports toolbar.

Within a report category, the toolbar above can be located in the top-right corner of the screen. Each of these options may not be applicable to every report category and thus, may not be present. Nothing to be alarmed by, just another step to make your experience easier. 

Save

The 'save' icon allows you to save any changes you have made to an already edited query.  The save button should only be used if you are certain your changes still apply to the report's category and description. We highly recommend using Save As (see below) for retaining the previous query settings while still saving the current ones.  For more information on the save function, see 'Save a New Report'.

Save As

The 'save' icon allows you to create a new queries category tailored to your specific needs.This will allow you to modify an existing query using any of the options in the reports toolbar. Don't worry about making mistakes, the default report categories will always be around to fall back on. For more information on the save function, see 'Save a New Report'.

Refresh

The 'refresh' icon simply reloads the current report category. This will update any new entries to the current time.

Filters

The 'filters' icon gives a multitude of options, each catered to the specific report category you are viewing. Clicking the filter icon will pull up any current filters and allow you to add more. To add a filter, click on the 'v' dropdown menu shown below. Filters can be added for any of the columns in the report you are within.

There are many different types of filters to choose from. Some like 'Transaction' will give you options of the transaction type to filter by. Others like 'Voided' will just give you a checkbox, checked for voided/unchecked for not. Date related filters will have a calendar icon to select relevant dates. To cancel any filters, click the 'X' next to the filter type. Finally, your results will not be filtered until you click 'Apply'. If you ever want to return to your original unfiltered results, just cancel each filter and click 'Apply' again. 

  The picture below shows one example of filtering results. The filtered column is shown in orange and the filtered results are shown in green in the same column.

Sort

The 'sort' icon allows you to reorder the results within a report. The sort feature is useful for organizing a report by newest date/oldest date, highest amount/lowest amount, alphabetical/reverse alphabetical, etc. To reverse the sorted order of any column, click the arrow ↑/↓ in the sort tab. Similarly to the filter tool, the sort option allows you to sort by any column within a given report category. Click 'Apply' to sort by your chosen columns or 'X' to cancel your sorting choices.

Group

The 'group' icon is another tool for organizing a report by specific groupings. The group feature is useful for things like combining entries related to the same tax program or separating accounts receivable by cash/checks/credit card groupings. In the example below, the option 'Group by Project' was selected to separate an accounts receivable page by their project names. Click 'Apply' to group the report by any selected columns or 'X' to cancel your selections. 

Columns

The 'columns' icon allows you to change the view of a report category by deleting or hiding specific columns. 

A. Hovering over the information icon  gives a short description of the column.

B. Clicking the 'eye'-con will hide a column from view. Selecting the button again will return it to the screen.

C. Clicking 'X' will delete a column from the report category. Remember, the default reports will have all of the columns to fall back on if needed.

Print CSV or PDF

The 'CSV' or 'PDF' icons will allow you to download/print your current report. After selecting one of these options, it may show up on a bar across the bottom of the screen. If so, simply click the new icon to open it in your chosen software. 

Info

The 'info' icon is exactly what you might expect. It contains information on a report's type, who created a report, and when a report was created. It also has a few unique options like 'Paginate' which lets you control how many items load on a page.