Filtering Invoice Summary Goals Tiles

Users may choose to filter Invoice Summary Goals Tiles by invoice header information and invoice line information. These filters are used to specify the invoices that the tile will use to perform calculations. Note: if no filters are selected, the tile will pull all invoices into the calculations. 

To begin, navigate to the "Creating Invoice Summary Goals Tile" page, and locate the "Filters" area. For more information, click here.

Filtering by Header Levels

1. Select the "Filters" tab.

2. Select the "Header Level" tab.

3. Edit filters as needed.

• Invoice Type- filter invoices based on the selected invoice type.
• Invoice Status- filter invoices based on the selected invoice status.
• Customer- filter invoices based on the selected customer. Note: do not filter by customers if you plan to filter by parent customers, as all corresponding child customers will automatically be selected.
• Parent Customer- filter invoices based on the selected parent customer.
• CSRs- filter invoices assigned to the selected CSR.
• Quoters- filter invoices assigned to the selected quoter.
• Sales Accounts- filter invoices based on the assigned sales account.
• Workgroups- filter invoices assigned to the selected workgroup.

4. Select "Add" to add filters and "Clear" to remove filters.

Filtering by Line Levels

1. Select the "Filters" tab.

2. Select the "Line Level" tab.

3. Edit filters as needed.

• Line Level
  • Manufacturer- filter invoices based on the selected manufacturer. Note: do not filter by manufacturers if you plan to filter by parent manufacturers, as all corresponding child manufacturers will automatically be selected.
  • Parent Manufacturer- filter invoices based on the selected parent manufacturer.

4. Select "Add" to add filters and "Clear" to remove filters.

5. Select "Save."