Skip to main content

Reporting using the "Equal to" filter


1 comment

  • Philip R

    If filtering based on job/opp status, know that the status names are snake_cased.  What shows in the web UI as "In Progress" would become "in_progress", "Estimate Viewed" becomes "estimate_viewed", etc.  Using "Status" "Equal to" "In Progress" won't work.

    To filter based on generally active statuses you can do something like this:

    That will show all jobs with a balance greater than $0 AND has a status of "scheduled", "unscheduled", or "in progress".  Since there are a limited number of filters that's usually easier than having a bunch of separate filters where the status isn't X, isn't Y, etc.  The comma separated list is processed as a bunch of ORs.


Please sign in to leave a comment.

Powered by Zendesk