How to create filters and subfilters in Nex screens

Important

• This procedure can be performed on all Nex screens that feature the Group by Columns option at the top right of the program or the grey area above the screen data.

Let's learn how to apply filters and subfilters in Nex?

1. In the left side menu, access the Sales screen.

2. To create a Filter, click on the column header and drag it to the grey area above the data table. In the example, let's drag the Customer column.

The information will be grouped based on the column used to create the filter.

3. Create a Subfilter by clicking on another column header and dragging it to the grey area above the data table. In the example, let's drag the Date column.

The information will be grouped based on the column used to create the subfilter.

4. Done! Now you can use this procedure to group information in different ways using filters and subfilters.

If you wish, you can Export to an Excel file or Print this information by clicking on the three-dots menu icon (...) at the top of Nex.

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