We are thrilled to introduce the new list layout design with user-defined filters. The new filters are user-friendly and customizable and able to save and share it. Now the user has multiple filter options available. This feature helps create customized reports as well. Currently, the list applies to all master, sales invoice listing pages & sales summary report pages. On all reports global filter option is available and the user can save custom reports from it. The user can share this report as well.

Multiple filter option is available on all transaction module

Here multiple filter options are available like filter by field name, sort by ascending and descending, and global filter.

Now we have introduced the global filter option.

Clicking on the global filter icon.
Now showing sidebar for set condition.
On this page, the user can set multiple field conditions. AND & OR operators are also available here.

AND condition: If the user uses the global filter with “AND” conditions & all conditions are true then data will be represented otherwise data will not show.

OR condition: If the user uses the global filter with “OR” conditions and any one condition will be true then data will be represented.

Field condition information:

Contains: “Contains” means checking if a specific element exists within the list. Example: If you have multiple records for sales invoices and you need only for “ABC LTD” customer’s sales records then apply a global filter like Field= Customer; Condition= Contains; Value= ABC.

Not contains: “Not contains” refers to verifying that a specific element or substring is not present within a given sequence or set. Example: If you have multiple records for sales invoices and you need only outside state data and your company state is Gujarat then apply a global filter like Field= Billing State; Condition= Not contains; Value= Gujarat.

Equals: “equal condition” would typically refer to a situation where a comparison is made to check if two values or variables are equal. Example: If you have multiple records for sales invoices and you need a record for Surat city then apply a global filter like Field= Billing city; Condition= Equals; Value= Surat.

Not equals: “not equal” condition is typically represented using the inequality operator. Example: If you have multiple records for sales invoices and you need a record except for Surat city then apply a global filter like Field= Billing city; Condition= Not equals; Value= Surat.

Start with: This condition is used to find data with starting characters of the required field. Example: If you have multiple records for sales invoices and you need a record for a customer name starting with an “A” character then apply a global filter like Field= Customer; Condition= Start with; Value= A.

End with: This condition is used to find data with the ending character of the required field. Example: If you have multiple records for sales invoices and you need a record for a customer name ending with an “A” character then apply a global filter like Field= Customer; Condition= End with; Value= A.

Is empty: This condition is used to find data for an empty field. Example: If you have multiple records for sales invoices and you need a record for the empty GSTIN field then apply a global filter like Field= GSTIN; Condition= Is empty; Value= Yes.

Less than: “Less than” indicates that the first value on the left is numerically smaller than the value on the right. For instance, 5 is less than 10, and -2 is less than 0. Example: If you have multiple records for sales invoices and you need a record in which the invoice total amount is below 1000 then apply a global filter like Field= Total amount; Condition= Less than; Value= 1000.

Less than or equals: “Less than or equals” is a mathematical and relational comparison used to express that one value is either smaller or equal to another value. Example: If you have multiple records for sales invoices and you need a record in which the invoice total amount is equal to 1000 or below 1000 then apply a global filter like Field= Total amount; Condition= Less than or equals; Value= 1000.

Greater than: “Greater than” is a mathematical and relational comparison used to express that one value is larger or of higher magnitude than another value. Example: If you have multiple records for sales invoices and you need a record in which the invoice total amount is above 1000 then apply a global filter like Field= Total amount; Condition= Greater than; Value= 1000.

Greater than or equals: “Greater than or equals” is a mathematical and relational comparison used to express that one value is either larger or equal to another value. If you have multiple records for sales invoices and you need a record in which the invoice total amount is equal to 1000 or above 1000 then apply a global filter like Field= Total amount; Condition= Less than or equals; Value= 1000.

In range: In range” condition is used to determine whether a value falls within a specified numerical range. Example: If you have multiple records for sales invoices and you need a record for a particular date like 01-08-2023 to 15-08-2023 then apply a global filter like Field= Invoice Date; Condition= In range; From Value= 01-08-2023; To Value= 15-08-2023.