Filter Reports By Customer

Excel Reports

You can filter the Excel downloaded reports by customer. To do this, first find and select the customer in the customer search (#1). Then select your report from the dropdown, date range and tick the box to filter by customer (#2). Click download to download the filtered report (#3). To turn the filter off, untick the box (#2).

Visual Reports

You can filter the visual reports by customer. To do this, find the customer and note their unique ID number:

Then, go to the visual reporting section (#1) and enter the customer ID number in the box (#2). Select any other filters and a date range and you will see that customer's data. Remove the filter by clearing the "Customer ID" box.

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