How to Use Advanced Filters in Ad Hoc Reports

Understanding Report Filters:

1. Navigate to your ad hoc report type (e.g., Invoice Report, Work Order Report, Service Item Usage Report).
2. Review the default filter – Each report type has a built-in filter (Invoice reports default to "Invoice Create Date," Work Order reports default to "Work Order Create Date," etc.). You can change this default if needed.
3. Add additional filters by selecting from available filter options to narrow your results.

Common Useful Filters:

For Invoice Reports:

• Customer Display Name or Customer Number – Pulls invoices for a specific customer only
• Invoice Balance – Set to "less than zero" to show only unpaid invoices
• Invoice Age – Shows invoices over a certain age
• Service Item Name – Filters to invoices containing a specific service item
• Service Item Category – Shows invoices with any item from a selected category
• Customer Balance- Filter to show invoices for customers that have a open balance

For Work Order Reports:

• Assigned Field Worker – Shows all jobs assigned to a specific technician
• Service to Address – Filters jobs to a specific customer location (useful when customers have multiple addresses)
• Work Order Schedule Date – Change the default filter to search by scheduled date instead of create date
• Work Order Description - If you use a specific job title to define work order types, you can search by that specific job title to bring up only those work orders in the report
• Work Order Status- Search by work orders that are in a specific sub status

For Service Item Usage Report: 

• Service Item Category – Shows invoices with any item from a selected category

For Service  Form Report

• Service Form Name- pull results for when a specific service form was used

• Service Form Field Value- use a field in that service form as a filter

For Customer Based Report: 

• Customer Type- Filter by specific customer type

• Address Filters- Filter by specific address options
  
  

Combining Filters:
You can stack multiple filters together. For example, add both "Customer Display Name" and "Invoice Balance (less than zero)" to see all unpaid invoices for a specific customer.

⚠️ Important Tips & Things to Avoid:

• Use Customer Number for precision: If you have customers with similar names, use the "Customer Number" filter instead of "Customer Display Name" to ensure you're pulling data for the exact customer you need.
• Service Item Name vs. Category: The "Service Item Name" filter only allows you to select ONE item at a time. If you need to see multiple items, use the "Service Item Category" filter instead—it will show all items used within that category.
  
  

Experiment with combinations: Most reports don't need more than the default filter, but combining 2-3 specific filters can create highly targeted reports that save you time and give you the exact data you need.