Filtering Data Using Primary and Advanced Filters
The Primary Filters section on the Smart Count Review page lets you customize the data shown in KPIs and reports.
You can add, remove, or reset filters to tailor the information to your needs.
To add or remove filters:
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In the Primary Filters section, click the icon beside Reset Filters.
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In the Filters popup window, check the boxes beside the filters that you want to add. To remove a filter, clear the box beside a filter.
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(Optional) Check the View Selected box to view only selected filters.
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(Optional) To revert to default settings, click Revert to Default.
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Click Save.
|
Filter Type |
Filter/Portlet |
Description |
|---|---|---|
|
Primary Filters |
Location |
Lists all locations accessible to your role. |
|
Date |
Select a date range (within 18 months) for data. |
|
|
To Be Approved |
Check this box displays only the unapproved count records with Tolerance Error, Pending Approval, or Paused statuses in the Report section. The list shows recent 5000 records with the above statuses. When the To Be Approved box is cleared, the report displays the recent 5000 records irrespective of their statuses in the selected date range. |
|
|
Advanced Filters |
Class |
Lists active classes.
Note:
The filter is available only if you enable the Classes feature and add the Classes permission to a role. |
|
Counted By |
Names of inventory counters for different locations. |
|
|
Count Reason |
Reason for count (such as item due, spot count). |
|
|
Count Status |
All item count statuses. |
|
|
Inventory Classification |
Inventory classifications used during counts. |
|
|
Variance |
Count variance scenarios (zero, within tolerance, over tolerance). |
|
|
Vendor |
Active vendors.
Note:
The filter is available only if you enable the Classes feature and add the Classes permission to a role. |
Resetting Filters
When you click Reset Filters, the Smart Count SuiteApp performs the following actions:
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Reset filter values to default.
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Update the filter values in the field dropdown lists. For example, if you deactivated a particular location, the SuiteApp removes the location from the Location dropdown list when you reset the filters.
After your filters are set, your KPIs and reports will show only the data you want.