IN THIS ARTICLE

  • From and To date filters: Overview
  • Text Guide:
    • Navigate to the Transactions page
    • Filter using From and To date fields

From and To date filters: Overview


The From and To fields create parameters to filter transactions by specific start and end dates by which to filter results


TEXT GUIDE


Navigate to the Transactions page


To view transactions navigate to the Transactions page:

  1. Click on the Inventory tab in the main menu
  2. Select the Transactions tab from the drop-down list
  3. View a list of the transactions within all the entities



Filter using From and To date fields

  1. Click on the From field to get a calendar and select the starting date from which you want to filter results
  2. Click on the To field to get a calendar and select the end date
  3. Check the 'Filter by date of actual transaction' box to filter by actual transaction date rather than the date the database was updated
  4. Results will appear in a tabular format
  5. Export this information using the Export button
NOTE
Also combine multiple tags or filters, but only transactions that meet ALL selected criteria are shown, not transactions that meet ANY selected criteria. Use the date range filters with others such as:
  • Entity: This will allow you to choose a single entity
  • Material: This will give you a list of a single material within the entity
  • Type: View a single type of operation performed on that material