Hey Everyone!

I want to draw your attention to four little buttons that will take your client lists to the next level.

Hopefully most of you have seen these buttons by now. They can be found on the toolbar of each hub. Using a combination of these buttons, you can turn your searches from a simple client list to a list of total sales and open balance per city excluding your main city. That report may sound complicated, but it can be done with a couple of clicks. This is what that report looks like…

To create this report yourself, follow these steps:

1. Open the Invoices hub and select a large group of invoice records. Using the Search By feature to search by a group will work.
2. Click Column Chooser to add all the columns you want visible and that you want to filter on. I made sure to add Open Balance and Invoice Total.
3. Click Filter the Data to turn on the grid filtering abilities. Notice the funnel icon that appears in each column header. Use this to further filter down the records that you want to include in your list. In my example, I’m excluding records where the City equals “Cambridge.”
4. Click Group by Box to add a special Group By section to the top of the grid.  Now drag and drop any column header into this section and watch all your records get grouped by this column.  In my example, I’m grouping by the City column.
5. Click Show Totals to automatically display the sum of each of the financial columns.  Additional totaling capabilities (e.g., Min, Max, Average) are available if you right-click on any column header.

I encourage everyone to play around with these buttons. And don’t just stop with this one idea, these buttons provide almost endless options for the data you are looking at.

If you have questions, feel free to contact us at Support@StudioPlusSoftware.com