User's guide /


Data Filtering

OBS ERP is equipped with advanced data filtering capability. It allows you to filter out data and create complex reports.

Quick search
You can filter data by keyword in any module using the quick search input located on the top bar ( shown on Fig. 1). OBS ERP will provide results upon every key press.

Fig. 1

Advanced search
You can use the "Filter" button shown on Fig. 2 to filter data by different parameters. Depending on the configuration, you can filter the data stored in the selected module by date, categories or other parameter. To do that, you need to perform the following steps:
Step 1 Click the Filter button
Step 2 Make a selection 
Step 3 Press Search

Fig. 2

Default filter
As soon as you are happy with the results (after pressing "Search"), you can store the produced report for later use. Press the "Diskette" button shown on Fig. 2 and give a name to the report Fig. 3

Fig. 3

You can check the "Default Filter" option and this report will become default for this module. Next time you open the module you will see the name of the report on the bar above the data listing template (in this case "Project Tasks").

Fig. 4

Adding filter options
If you need to filter the data by a field which is not present in advanced search, you can press the gear button next to the diskette on Fig 2. The following menu will appear Fig. 5

Fig. 5

Then you can select the fields you would like to include in the advanced filter. In addition, you can toggle "Filter by date" option. It allows you to search data by time interval.