Quick Tip: Filtering Reports for Custom Field Values

June 2024    Tags: Filters, Reports, Version 2024

Reports can now filter clients based on the contents of their custom fields. This allows clients that use common custom attributes, such as those with task-based billing overrides, to use those fields as reporting criteria. To use this filter, on the Client tab of any report, change the Custom Fields option to Specific and specify an expression.

The Filter Builder table allows advanced filtering using expressions. For additional information on creating a filter, see KB Article R11493, “All About Expressions.”