About the presentation of data

Filters in Visma.net ERP help you find the information you want to view in a table and include only the data you need in a generated report.
To help you meet your needs, Visma.net ERP provides simple, temporary, and reusable filters aimed for different purposes.

All Visma.net ERP filters are window-specific or if a filter is set up for one window, you cannot apply it to another window.

Simple filters are filters you can apply quickly to data in a table.
To use a simple filter, you can click the column header and specify a condition for the column to display only the table rows for which this column meets this condition.
For details on using simple filters, see: Use simple filters.

Temporary filters are filters for short-term use that you can set up in report windows (that is, the windows from which you run reports) to fine-tune the basic report parameters.
These filters cannot be saved directly to be reused at a later time. However, you can set up report templates that contain your preferred filtering and sorting; you can save these templates and use them in future uses of the report window. For more information on designing temporary filters, see: About creating temporary or reusable filters.
For more information on using temporary filters, see: Configure a temporary filter on a report window and Modify a temporary filter on a report window.

Reusable filters are filters you can set up on processing and inquiry windows to filter the data when you open the window in the future.
You can create and apply these filters any time you want to, and save them for future use. For more information on designing reusable filters, see: About creating temporary or reusable filters.
By adding a reusable filter to a window and saving the filter, you add a tab with the filter applied to the window.

General term for temporary and reusable filters is advanced filters because you can specify complex and flexible filtering conditions when you set up these filters.

You can create reusable filters for your personal use or share them with other users. Shared filters are available to all users of the system.
However, these filters cannot be modified or deleted through the window to which they are applied.
Shared filters are generally designed by a system administrator in the Filters (CS209010) window only.

You can add, delete, modify, and manage reusable filters in a particular window by using the Filter settings dialog box directly in that window.

You can do the following:

• Add a reusable filter and save it for later use, as described in: Add a reusable filter.
  For more information on designing filter conditions, see: About creating temporary or reusable filters.
• Select filter conditions (or active clauses) of a reusable filter without deleting filter rows, as described in: Change clauses for a reusable filter.
• Update the clauses of an existing filter, as described in: Modify a reusable filter.
• Share a filter with other users, as described in Share a reusable filter.

  Once you make a filter shared, you won't be able to edit it in the Filter settings dialog box for a window to which it is applied.
  

• Delete an obsolete filter, as described in: Delete a reusable filter.

For more information on the Filter settings dialog box, see: Reusable filter settings dialog box.

You can adjust any table to meet your information needs.
Adjustments that you make to a table affect only your user account and are not visible to other users.

You can fine-tune the table in the following ways:

• Filter data in columns by using simple filters, as described in: Use simple filters
• Hide or display columns, as described in: Display or hide table columns
• Adjust the column widths, as described in: Adjust column widths
• Change the order of columns, as described in: Change the order of columns

When you make any of these changes, the table will display them immediately, and the system will save them automatically.
These adjustments affect your user account when you access the window in the future.

In addition to offering a comprehensive collection of reports for each workspace, Visma.net ERP gives you a high degree of control over each report.

In a report window, as described in Before running reports, you can adjust the following report settings to meet your specific informational needs:

• Sorting conditions.
• Filtering conditions.
  For more information, see: Configure a temporary filter on a report window and Modify a temporary filter on a report window.
• Report-specific settings, such as financial period, ledger, and account.
• Print and email settings.

For details on report configuration, see Run a report.

The settings of a particular report window can be saved as a report template for later use.
For details, see: Create, remove and schedule a report template.