How to Filter Reports in QuickBooks Online – Instructions

How to Filter Reports in QuickBooks Online: Video

            This video lesson, titled “How to Customize the Filter Report Settings in QuickBooks Online,” shows you how to filter reports in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.”

Overview:

How to Show the Report Filters in QuickBooks Online:

            Report filters in QuickBooks Online restrict which data appears in a report, based on the filtering criteria you choose. To apply report filters to a report in QuickBooks Online, click the “Customize” button in the report customization settings section at the top of the report to open the “Customize” pane and expand its “Filters” section. Note that you can click the “Filters” section’s heading in this pane to expand and collapse its settings, if needed.

How to Apply a Report Filter:

            Filters appear as sets of two to three drop-downs per filter, by default. Use the first drop-down to select the field by which to filter. Use the second drop-down to select a comparison operator. Your choice of field and comparison operator then determines the number and type of final fields in this set.

            For most field and operator drop-down selections, then use the third drop-down to select a value or values to find in the initially selected field using the selected comparison operator. However, if you select a date field and date range comparison operator, then you may need to select two dates from two calendar drop-downs instead. Alternatively, if you select a single date, like today, you may not need to select anything. Alternatively, some field and comparison operator choices may require you to type a value into a third field to use as the filtering value.

How to Add Multiple Report Filters or Clear Report Filters:

            If needed, to add another filter, click the “+ Add another filter” link below the first filter’s fields and then repeat the process. To delete a filter, click the small “X” button to the right of the field drop-down for the filter. Alternatively, to delete all the report’s filters, click the “Clear all” link in the upper-right corner of the “Filters” section in the “Customize” pane.