I have a field 'Sector' on Contacts and I want to be able to filter the Invoice Analysis report by this field. I've added the Sector field to account.move using Studio. Next I want to add it to the Invoice Analysis report (again using Studio if possible) but I can't figure out how. Any tips on how to do this in v16e would be much appreciated. Thanks
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Hi Kylie Grant,
You've created a field named 'Sector' in the 'account.move' model using
Studio and now you want to filter the 'Invoice Analysis' report based on
that field. To do this, navigate to the 'Invoice Analysis' report view
and enter Studio mode. Then, select the 'Search View' menu and drag and
drop the 'Filter' component to add a new rule. In the new rule, select
'Move' > 'Sector' to filter the report based on the 'Sector' field.
By applying this filter, you'll be able to segment your report data
based on the 'Sector' field.
Hope it helps
What if the filter is a date field? In this case the user needs to adjust manually the date range. How can it be achieved?
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Adding simple logic to a custom field in studio
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