Create a Basket | Filtering Report Results on specific Objects

Did you know you can use an existing report template, but filter the report to only display results of specific Objects?

Let's walk through how to set this up.

TABLE OF CONTENTS

• Create a Basket
• Load A Basket in preparation to run a Utilization Report
• Select your Report Template
• Filter Other Reports (Budget, Invoice, etc)

Create a Basket

You can do this easily in the Toolbox > Objects tab

In the video below, two separate baskets will be created. One with "just staff", and another with "staff + rooms":

1. Open the Toolbox and navigate to the Objects tab
2. Highlight to select an Object (To highlight multiple Objects, hold the CTRL/CMD key and click on the Object Names)
3. Choose "Add Selected Object To Basket"
4. Create "New" or add to an existing Basket

Load A Basket in preparation to run a Utilization Report

Before running your report, you will want to load the basket of Objects

Then you will want to select all the objects in the basket (CRTL/CMD A) > right-click > "Run Financial Report on Selected Objects"

Select your Report Template

If you are running a Utilization report, this step is for you. For all other reports, keep scrolling.

Choose your desired date range, then report the template, then "Generate Report"

The Filters section shows the Objects from your Basket and your selected Date range. 

Both can be adjusted manually before running your report.

Filter Other Reports (Budget, Invoice, etc)

You can use the Filters section to filter Objects on any report.

In the example below, we will filter a Budget report.

To do this, instead of choosing the budget report's name from the Budget Report Menu, we will instead go to "Financial Report (Budgets)"

From here, you can navigate to Filters > Choose Your Desired Filters > then, Highlight your desired Report by name > Generate Report

In the Filters section, you can Load List From Basket, or manually select any Objects/Object Classes and a date range.

Happy Filtering!