IN THIS ARTICLE
- Entity filters: Overview
- Text Guide:
- Filter using Entity field
- Filter using Entity tags
Entity filters: Overview
There are two ways to filter transactions via entities on the Transactions page:
- Entity: This field provides a filtered list of the transactions performed on a specific entity
- Entity Tag: This drop-down index shows a list of all the tags which classify entities into groups classified on their type of facility
TEXT GUIDE
Navigate to the Transactions page
To view transactions navigate to the Transactions page:
- Click on the Inventory tab in the main menu
- Select the Transactions tab from the drop-down list
- A list of all transactions will be displayed on the screen
Filter using Entity field
- Enter the first alphabet of the entity
- Select from the list that appears
- A list of materials within the entity will be displayed in a tabular format
- Export this information using the Export button
- Use the double arrow on the top right of the table to load more transactions
NOTE You can also filter for a subset of this information using one or more of various parameters such as:
|
Filter using Entity Tags
- Click on the Entity Tag
- Select a tag
- A list of materials within all entities with the applied tag will be displayed in a tabular format
- Click on the Export button to export the data to your registered email address
- Use the double arrow on the top right of the table to load more transactions