Reports, data lists, filters and preset views

Brightpearl includes the lists of data such as "Sales" and "Customers" as reports, although they are shown in the relevant menu rather than in the reports section.

Filters

Each report provides the filters section to allow you to narrow down your results or perform an advanced search. From your report click the Show filters button. Make your selections and click the Filter report button to apply them and see the results. You can even search by your custom fields, click the Add filter link and select which of your custom fields and what entry it should have.

custom-filters.png

Filters can also be applied by clicking on details directly within the listed results. For example, if you have a list of purchases and would like to see only those to a particular supplier all you need to do is click on their name in the list.

Configuring columns

Where available, columns can be customized to provide a personalized view and relevant information. Find the option to configure columns within the filters:

configure-columns.png

Sorting

Sort your results by clicking on any heading that displays two arrows. Click once to sort in ascending order, click again to sort in descending order. When a list is sorted by a column you will see the heading highlighted.

sort-by-column.png

Saving preset views

Preset views are used to save personalized screen views. A preset view will save the filters and columns so that you can easily begin to a workflow or export data time and time again. To save a new preset, apply the screen filters, columns and sorting, then choose "Save as a new preset" within the filters section.

save preset

To recall a preset view select it at the top of the screen:

select preset

Learn more about configurable columns, filters and preset views

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