Saturday, September 15, 2018

Change the Default Date Footer Filter to Another Date Field on Reports

1. Navigate to Reports > Sales Orders > Sales Orders By Customer.
2. Hit the Customize button.
3. In the Report Builder, click the Filters link.
4. There are two default filters in there - Bookings : Date and Bookings : Validated Status.
5. Click on the Bookings : Date twice. First click, it will show you the filter details. Second click, it will unshow the filter and you are able to see the Done, Insert and Cancel button.
6. Hit the Insert button.
7. Expand the Bookings folder.
8. Click on Date Closed. Select a date range.
9. Hit Done button.
10. Preview/Save report.
11. The footer should now show Date Closed instead of the Date.

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