In Printer's Plan, there are various sections of the program where filters can be applied such as orders, quotes, templates, and history in the Jobs tab. Filters can also be applied to the Customers tab as well as the Reports tab. Keeping in mind what data is available in each section of the program is important also. For example, some Job data will not be available in the Customers tab.
In the Jobs tab, filters can be applied by selecting a section to apply the filter to and right-clicking. In the menu that appears, select "Add Filter'.
A new window will appear where simple or advanced filters can be applied and several selections will need to be made to create a specific filter based on the output needed.
The basic filter has 4 areas to update:
- Find Orders: Select the relevant output information.
- By This Field: Select the information that will be filtered.
- If The Field: Select the parameters of the filter. There is a range of options to choose from; including a date range.
- Enter Number: Once the previous 3 areas have definitive selections, in this field the specific data to filter can be entered.
- Find Now: Applies the query and displays the output data.
If the data that is needed requires more than one filter, the 'Advanced Find' feature will allow for building custom queries in the filter window.
In the filter window, select the 'Advanced Find' button and the window will update to include more detailed information including more fields and the ability to 'Add' multiple filters to one query.
You can now add specific filters regarding:
- Posting Data
- Production Tags
- Ship By
- Ship To
Selections made now have more detailed 'If The Field' filters that can be applied as well.
If history data filtered by posting number and a specific customer is needed. We will be applying an advanced filter and adding 2 filters.
- Open the 'Add Filter' screen and click 'Advanced Find'.
- In the 'Find Orders' field select 'History Jobs'.
- In the 'By This Field' area select 'Customers.Name'.
- In the 'If The Field' select 'Contains' (this allows for more flexibility in the search instead of being exact)
- In the 'Enter Text' area enter the customer name
- Below the 'Enter Text' area select 'Add' and the parameters for the first filter should appear in the text area.
Now that we have the first filter added, we can repeat the steps and select any number of additional filters. For this example, we need to add a filter based on posting number.
- In 'Find Orders' the selection for History Jobs can stay the same.
- In 'By This Field' add 'Jobs.PostingNo'
- In 'If The Field' select 'Equals'
- In the 'Enter Number' field enter the posting number we will be filtering by and click 'Add' once more.
- Now the text area should have 2 parameters. Click 'Find Now'.
The program should output all jobs in the chosen posting for the selected customer. This list of customers can be exported as well by selecting 'Export' at the top of the program. Select 'All Rows' to include the entire list.