Use custom fields to filter information
Did you know you can use custom fields to filter information in your reports? For Client, Task, and Asset reports, custom fields using the ‘Checkbox’, ‘Radio’ or ‘Select’ field types appear at the bottom of the list of filters.
For example, in this Client report, we only want to show Clients marked as Client Type ‘VIP’.
You can also combine this with other filters to narrow down your results even further.
More on creating Custom Reports | Custom Fields.
See AroFlo Insights in our Help Guide for more AroFlo tips and tricks.
