Sales reports: filters – Brightpearl Help Center

The sales list, sales detail report and sales analysis reports can all be filtered to refine the information being reported on. This article will detail all the fields that can be filtered on with a description of how they work.

The filter on each report is made up of different sections. The combination of sections differ between reports. The four sections are:

Order filters
Contact filters
Product filters
Additional filters

Order filters

(present on all sales reports)

The order filters are as follows:

Field name	Description
Search	This field searches the amount, invoice reference, order reference, order ID, customer name and customer company fields. Ticking the checkbox next to the field will search the contents of the order instead (SKUs, product descriptions).
Date	This field limits orders based on a date range. Choose the kind of date from: Created Tax date Delivery Payment due Then pick a time frame from: Custom date range (displays a 'to' and 'from' date picker) Yesterday Today Tomorrow Last 7 Days Last 30 Days Last 90 Days Month to date Year to date Previous month Previous year
Channel	Use this filter to display orders from specific sales channels.
Order type	Choose from: Sales order Sales credit
Order status	Use this filter to limit which order statuses are included in the report.
Invoiced	Use this filter to choose whether to display invoiced sales or uninvoiced sales. Choose from: Yes No This filter is more reliable than using the order status, as invoiced orders can have any order status.
Allocation	The allocation status of the orders. Choose from: Stock allocation not required No stock allocated Part allocated All stock allocated
Fulfill	The fulfillment status of the orders. Choose from: Not fulfilled Part fulfilled All fulfilled
Shipping	The shipping status of the orders. Choose from: No stock items Not shipped Part shipped Shipping complete
Shipping method	Filter orders based on shipping method.
Payment	The payment status of the order. Choose from: Paid Partially paid Unpaid Authorized Not applicable
Country	Filter for orders with a specific delivery country.
Created by	Filter for orders created by a certain staff member.
Assigned to	Filter for orders assigned to a certain staff member.
Team	Filter for orders assigned to a certain team.
Warehouse	Filter for orders assigned a certain warehouse.
Lead source	Filter for orders assigned a certain lead source.
Project	Filter for orders assigned a certain project.
Season	Filter for orders assigned a certain season.
Price list	Filter for orders assigned a certain price list.

Customer filters

(present on sales list, sales analysis reports)

The customer filters are as follows:

Field name	Description
Contact	Filter for orders assigned to a specific contact.
Tags	Filter for orders assigned to contacts using specific tags.
Status	Filter for orders assigned to contacts on specific contact statuses.

Product filters

(present on sales detail report, sales analysis reports)

Field name	Description
Name/SKU	Filter for order rows containing specific SKUs or products.
Product Type	Filter for order rows containing products of a specific type.
Brand	Filter for order rows containing products of a specific brand.
Category	Filter for order rows containing products of a specific category.
Option	Filter for order rows containing products using a specific option.
Option value	Filter for order rows containing products with a specific option value, if filtering for an option.
Product status	Filter for order rows containing products of a specific product status.
Supplier	Filter for order rows containing products associated with a specific supplier.
Season	Filter for order rows containing products associated with a specific season.

Additional filters

(present on the sales list)

Field name	Description
Delivery address fields	Filter for orders based on delivery address.
Custom fields	Filter for orders based on relevant custom field values.