How to use client categories to make client filtering easier.
This article provides and easy method to filtering reports on specific clients. It uses client categories so if you are already using these for other purposes then this method may not be the best.
Client Categories
Client categories are a good way of grouping your client records together that are similar. You may have a category for Internal clients and one for External. You may also want to break up your external clients even further based on there invoicing schedule, Weekly Invoicing and Monthly Invoicing. The only limit to this is that clients can only be categorised once.
Once these categories are setup it is then possible to filter reports in web based reporting based on this category.
Creating a Category
Start up the Administration program and go to the category tab.
- Change the filter to Client
- Press the Add button
- Enter the name of the new client category.
Set Client Category
Go to the client tab and find the client you want to set the category for and set the appropriate category
Add Client Category to Report
Follow these instructions to add the ClientCategoryID column to your report as a filtered column.
Note: The client category is currently only available in the following views, Client Details, DERM Details, DERM Details Preview, Location Movements and Product Sales.
Running Report
The ClientCategoryID will now exit in the Report Criteria section when running the report.
Click on the Edit button to set the client categories to run against.
Client Category Filter
Select the Client Categories this report should be run for,
(Optional) Include category in report
If you want to view the category in the report as part of the grouping of the report then follow these instructions to add the ClientCategory field as a new Grouping for the report.