Filters and Column Templates

In Statistics it can be useful to create a column selection and filter template. When you are using statistics and you don't want to have to continually choose the same tick boxes, using a filter template can help you. You will be able to make statistics more easily. With column selection you will only see the columns you want to see. This can give you a good overview.

Column selection

-> Start -> Statistics -> Statistics -> tab "Excel"

Column selection: Here you can choose which columns will be shown in the Excel file. Click on the "+" symbol to add a new one.

Fill in the "Column selection name" and move the columns you want to see in the Excel file, from "Available" to column "Visible" by clicking on the green arrows. With the up arrow and down arrow, you can change the order of the visible columns.

Click on the "Save" symbol.

Now we can select the new column selection on tab "Excel".

If we now click on "Export to Excel", we can see the template with the column selection. See also image below.

If you have also selected the Excel template, the layout will be chosen of that template. See also Personlized Statistics - Excel Template

Filter template

-> Start -> Statistics -> Statistics

On every tab it is possible to add a new filter template or select one.

First we need to set the selections.

For example, select 230: Statistics by product

We will make a selection on Supplier.

We will also use Excel template and column selection.

Now we add the filter template by clicking on the green "+" symbol.

We can fill in the fields. You can set the level on Store or on Company. Click on the "Save" symbol.

Every time you use the template 230 - Weber products, automatically 230: Statistics by product will be selected, also supplier Weber. The Excel template and column selection will be just as we have set on the Filter template.

Now you do not need to set this up every time and can choose your filter template any time from creation. By using the filter templates, your most common reports are a easily found and produced quickly.