Filter & Preview

Make the file precise. Apply conditions to include only the right records and preview before you export.

Overview

Filter & Preview is where you make sure your export is exactly what you need — not too big, not missing key rows, and not full of drafts or test records.

Filters let you choose which records are included (for example: “Only Posted invoices”, “Only Confirmed sales orders”, or “Only customers in Chennai”). This keeps your file smaller and more accurate.

Preview shows a small sample of the result using your selected fields and filters. It’s your safety check before exporting a large file or sending it to a customer, auditor, or another system.

Example: Operations exports “Delivered orders” for the last 7 days and previews the first 5 rows to confirm the date range is correct.

How It Works

• Open Filters and add one or more conditions (e.g., Status = Posted).
• Use date and amount ranges to keep the file small.
• Click Preview to see the first rows with your selected fields.

Step-by-Step Guide

• Click Add Filter.
• Choose a field (e.g., Invoice Date), an operator (e.g., is between), and values.
• Add more filters to refine (e.g., State is Posted).
• Click Preview. Review the rows and column order.
• If needed, adjust fields or filters and preview again.

Fields Table

Field Explanations

Tips

• Use date filters for month-end or quarter-end reporting.
• Exclude drafts or canceled records to keep reports clean.
• Preview again after changing fields — the order matters.

Common Mistakes

• No filters — files become too large or include unwanted records.
• Forgetting to re-run preview after changing the field list.
• Using overlapping or conflicting conditions.

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