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How to create filters and subfilters on Nex screens

See how you can create filters and subfilters, grouping columns with information according to your preference

OImportant

  • This procedure can be performed on all Nex screens with the option GROUP BY COLUMNS on. It must be activated by the options icon at the top right of Nex screen, then the gray area above the screen information appears.

Shall we learn how to apply filters and subfilters in Nex?

1. Click on the THREE DOTS icon (...) then select GROUP BY COLUMNS to activate the gray filtering area.

2. On the left side menu, click on the SALES icon.

3. Click on the COLUMN TITLE and HOLD to drag it to the gray area above the information. In the example, let's select the CUSTOMER column.

4. Drag the column to the gray area to FILTER the information by this column.

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

5. Create a SUBFILTER by clicking on the column name and dragging it to the gray area above the information. In the example, let's drag the DATE column.

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

5. The information displayed according to the first filter is SUBFILTERED by the second column.

6. It is possible to PRINT or EXPORT the results of the filters by clicking on the THREE DOTS icon and select one of the options.

Done! You can now use this procedure to group information in different ways based on filters and subfilters.

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