Filtering Stores and Locations in a Report

Filtering Stores and Locations in a Report

Overview

The Filter Stores and Locations option enables you to refine report data by selecting specific stores or store locations. This helps you view accurate, location-specific information instead of combined data for all stores.
By applying store and location filters, you can:
  1. Generate reports for one or multiple selected stores/locations.
  1. Analyze performance, sales, or activity at a specific location.
  1. Reduce data clutter and focus only on relevant records based on your reporting needs.
This filtering ensures clearer insights and more precise reporting across all report types.

1. Filter Stores and Locations

Please follow the steps below to print a report:     
  1. Navigate to the report you wish to print, such as a Buydown Sales Report, Invoice Summary Report, or Time Clock Report. 
  1. Click the "No filter selected" button in the top right, highlighted in Figure 1.1.

Figure 1.1
  1. The Manage Filters screen will appear, as Figure 1.2 shows. 

Figure 1.2
  1. 1: Manage Filters Drop-Down: The drop-down shows the list of saved custom filters, if there are any. Select the required filter from the drop-down and click the "Apply" button to apply it. The "Manage Filters" button next to this drop-down helps you open the Manage Saved Filters screen. 1.1 Save and Manage Location Filters explains more details.
  2. 2: Parameter Tabs: You will see two tabs: Store and Location Group. Select the required tab, e.g., Store, to create or apply a custom filter specific to the selected stores. 
  3. 3. Use this Search box to search for a specific location. 
  4. 4: Use this drop-down to view the results (stores or location groups) based on Pricebook Zone. 
  5. 5 Use this drop-down to view the results (stores or location groups) based on three parameters: All Locations, Only Active, and Only Deleted. 
  6. 6: Results: This section shows the list of selected parameters. For example, if you have chosen the "Store" tab, it will show a list of stores.  
  7. 7: Selection Checkboxes: You must select the required stores by ticking the checkbox. 
  8. 8: Arrow: Click the green Arrow button to move the selected stores to the Selected List. 
  1. The Manage Filters screen will appear, as Figure 1.3 shows. 

Figure 1.3
  1. 1: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
  2. 2: Click "Apply" to apply the selection. You can click the "Save Filters" button to save the custom filter for future use. 1.1 Save and Manage Location Filters explains the details.

1.1 Save and Manage Location Filters

You can also save the configured custom filters for future use.
  1. Click the "Save Filters" button shown in Figure 1.3.
  2. The Name screen will appear as shown in Figure 1.1.1. 
  3. Enter the name of the custom filter and click "OK." A success message will appear, and the custom filter will be saved. 
    1. You can see this custom filter listed in the Manage Filters drop-down.

Figure 1.1.1
  1. You can use the saved custom filter from the Manage Filters drop-down whenever needed, and you can delete it when you no longer need them. Open the Manage Filters screen again and use the steps shown in Figure 1.1.2 according to your requirements.

Figure 1.1.2
  1. 1: Saved Filter Drop-Down: All saved custom filters will appear in the Saved Filter drop-down. You can select the required custom filter and click "Apply." 
  2. 2: Manage Filters: Use the "Manage Filters" button to view and manage the saved filters. The "Manage Saved Filters" pop-up screen will appear when you click the "Manage Filters" button. 
  3. 3: Filter Name: The list shows all saved custom filters. Click on a filter's name to select it.     
  4. 4: Click "Select Filter" or "Delete."
    1. "Select Filter": Click on the filter's name, then click the "Select Filter" button to select any filter from the list.
    2. "Delete": Use the "Delete" button to remove the filter no longer required from the list. Click on the filter's name and then the "Delete" button. A warning message will appear. Click "OK."
  1. Similarly, you can filter the records by selecting the location group(s). When you set up the filters for locations (stores) and location groups, you can see the details chosen by hovering the mouse cursor over the Selected Stores button, as shown in Figure 1.1.3.

​
​
​
​
​
​
​
​
​
​
​
​
​
Figure 1.1.3
InfoOnce the location filter is selected, generate the report to view the filtered results. Click here to learn how to generate a report.

Notes
You can follow the same steps to apply the store and location filters for each report.

    • Related Articles

    • Locations

      Locations Overview Locations represent the physical retail store sites, each with a unique address identifying where it is situated. Every location is associated with a Pricebook Zone, which determines the product's cost and retail pricing based on ...

    • Deposits Report

      Deposits Report Overview "Deposits Report" lets you view the deposit records. The store experiences significant traffic on weekends, holidays, and during festivals. Many customers tend to pay in cash during these times, which can lead to the cash ...

    • Transfers Report

      Overview The "Transfers Report" provides detailed product transfer data, showing the originating store and the destination store for each transfer. Users can configure various sorting options and filters to customize the report based on their ...

    • House Account Balance Report

      House Account Balance Report Overview Regular customers or businesses who make frequent purchases and settle their total balance at the end of the month or at a designated time interval can be categorized as "House Accounts" in Control Center. ...

    • Training Mode Usage Report

      Training Mode Usage Report Overview The "Training Mode Usage Report" provides information associated with the training mode access, including activity types, locations, registers, cashier details, and the corresponding timestamp. This article ...