Sorting and Filtering

 

 

With BizTrack, you can filter and/or sort any information you want to view.

 

Step 1:  Right-click on the field you want to filter by.  For example, you could right-click a Rep's name if you want to filter for sales only by that Rep.

 

Step 2:  After right clicking a menu box will appear which will give you choices on how to filter.  For example, you could select "Filter by Selection" and only the records with the fields you selected will appear.  You could select "Filter Excluding Selection" and all the records except the field you selected will appear.

 

Step 3:  If you wish to further filter the information you can select other fields and the information will be filtered accordingly.

 

Step 4:  To "Undo" the filter/sort, right click on any field and select "Remove Filter/Sort".

 

Hint: This can be very useful, for example, if you wanted to see particular sales that were in a specific city or state, or maybe you want to see only sales that were paid for with a check, etc.  This can be used throughout BizTrack to help you filter/sort certain items.