QuickBooks® Inventory
Control and Business
Management Software

Filtering reports with the Select Expert button

Reports can be filtered by any data field in that report with the Select Expert button.
This feature allows you to filter a report on a single value, a range of values or a specific value.

The button can be found in the Report Preview window.
To filter a report using the Select Expert button:

1. Click the Select Expert button located on the toolbar.
2. Click the New... button from the Select Expert window that opens.
   
   The Fields window will open.
   
   
3. Choose a report data field that you would like to filter the report by.
4. Click OK.
5. Choose a filter criterion from the dropdown.
6. Select the data from the dropdown that appears.
   The data available for this dropdown can be viewed by clicking the Browse Data... or Browse... buttons.
7. Click the OK button to see the report with this filter.
   
   Follow steps 2-6 to add more filters to the report.
   
   Filters can be removed with the Delete button in the Select Expert window.

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