Filtering by tag

Once you’ve added tags to your documents, you can filter your sales and expense reports according to these categories! Filtering by tag will give you more nuanced insight into your sales or expenses.

  1. Open the report or document list you’d like to view.
  2. Once you’ve selected the right timeframe, click on More filters and then Tags on the right side of the screen.
  3. Select the tag(s) you want to be shown.
  4. Click Apply
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us