How to use filter and group-by functionality in report?

You filter data to display only the required data. Group sorting is a facility available that removes repeated values to make reports easier to analyze.
If you wish to report specific data or keep a record of the data of a certain time period then the filter and group by tools are extremely helpful.

Let us learn how to use the filter and group-by functionality while generating a report.

• Click on ‘Reporting’ from the top panel.

• A drop-down menu will appear.
  

• Click on ‘Orders’ from the menu.

• A graphical representation of ‘Measures’ will appear.
  

• Click on the ‘Filters’ icon.
  

• Select all the options that are required for the data you desire to generate.
  

• Example: Invoiced orders in the month of 2022.
  

• Then select the Group that you want the data to be sorted by.
  

• Example: Point of Sale and Product.
  

• The desired graph will be displayed.
  

Keep changing the filters and groups to be provided will different graphical data.

• The data can also be displayed and generated in the pivot view.