How does the improved functionality of groups in BillQuick allow users to fillter data?
The improved functionality of the Groups feature in BillQuick allows you to filter all BillQuick reports by groups. For instance, you can view an Activity Code List report based on a specific ‘Activity Group’ or a Project Manager Billing Analysis report based on a Project Group, Client Group and so on.
To do so:
- In the Report Center screen, select the desired report from the Report List.
- Apply any relevant Date or Other Filters.
- In the Group Filters section, select the desired group from the dropdown lists.
- When ready, click on the Preview button to preview and print your report.