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8.2 Filters

Here is a list of available filters

Luc Tremblay avatar
Written by Luc Tremblay
Updated over 3 weeks ago

Each section has filtering options to further refine the search. To access them, click on the funnel at top right; all available filters for that section will be displayed. Each section has its own options based on the relevant data for an advanced, targeted search. These are listed below.

Projects

  • Internship

  • Client

  • Project number

  • Project manager

  • Estimator

  • Source

  • Type of work

  • Technology

  • Types of property

  • Communication

  • Follow-up date

  • Creation date

  • Submission date

  • Start of work

  • End of work

Quotes

  • Internship

  • Source

  • Type of work

  • Technology

  • Type of property

  • Client

  • Responsible

  • Estimator

  • Submission number

  • Project number

  • Creation date

  • Submitted on

  • Closing date

Work orders

  • Stage

  • Responsible

  • Performer

  • Work order number

  • Project number

  • Creation date

  • Start

  • Start planned

Purchase orders

  • Internship

  • Responsible

  • Supplier

  • Purchase order number

  • Project number

  • Creation date

  • Planned start

Invoices

  • Internship

  • Type of work

  • Technology

  • Customer

  • Invoice number

  • Project number

  • Estimator Follow-up date

  • Creation date

  • Date issued

  • Date due

  • Sent on

  • Partial on

  • Paid on

  • Credit note

Contacts, customers, buildings, suppliers and employees

  • Name

  • Type

  • Subtype

Source reports

  • Responsible

  • Estimator

  • Technology

  • Creation date

Payment report

  • Project number

  • Invoice number

  • Paid on

Sent emails report

  • Sent on or not delivered (display order)

  • Sent by

  • Sent on

  • Opened more than X times

Hours report

  • Date range

  • Employee

  • Project number

Materials used report

  • Creation date

  • Project number

  • Material

Supplier materials report

  • Creation date

  • Project number

Profit report

  • Creation date

  • Estimator

  • Team leader

  • Project number

What's more, all reports can be exported to an Excel file. Simply open the filters, then, under Export, click on the red To Excel link.

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