Data Filtering

OBS ERP is equipped with advanced data filtering capability. It allows you to filter out data and create complex reports.

Quick search

You can filter data by keyword in any module using the quick search input located on the top bar (shown on Fig. 1). OBS ERP will provide results upon every key press.

Fig. 1

Advanced search

You can use the Filter button shown on Fig. 2 to filter data by different parameters. Depending on the configuration, you can filter the data stored in the selected module by date, categories or other parameter. To do that, you need to perform the following steps:

1. Step 1 Click the Filter button
2. Step 2 Make a selection
3. Step 3 Press Search

Fig. 2

Default filter

Once you are satisfied with the results (after clicking "Search"), you have the option to save the generated report for future reference. Simply click the "Save selected filter" button as depicted in Fig. 2, and provide a name for the report (see Fig. 3).

Fig. 3

You can check the "Default Filter" option and this report will become default for this module. Next time you open the module you will see the name of the report on the bar above the data listing template (in this case "Assignee").

Fig. 4

Adding filter options

If you need to filter the data by a field that isn't currently available, scroll down to the bottom and click on "Additional fields". Doing so will reveal the following fields (Fig. 5).

Fig. 5

Then you can select the fields you would like to include in the advanced filter. In addition, you can toggle "Filter by date" option. It allows you to search data by time interval.

Advanced table filters:

Navigate to Constructor -> Edit a module -> Click Filters.

• Table - the contents of the selected table will be loaded as pick options.
• Interface - what type of filter option you would like to have.
• Source table - this is the table where the data we are looking for is searched.
• Source Column - The column in the source table where the data is located.

Examples:

1. In module Expenses, you might want to search for products in sub module Expense items.

   In this case you can configure the following: module Constructor -> Edit Expenses -> Filter

   • Table - products
   • Interface - multiple select
   • Source table - expense_items
   • Source Column - product_id

2. Search income by country.

   Constructor -> Edit Invoices -> Filter

   • Table - countries
   • Interface - multiple select
   • Source table - ->companies -> country_id Note: this is the relation between module invoice and the country
   • Source Column - company_id

3. Search contacts by business relation written in module companies.

   • Table - b2b_relations
   • Interface - multiple select
   • Source table - contacts_companies -> company_id -> companies -> __related__ -> companies_b2b_relations_relation -> b2b_relations
   • Source Column - record_id