How to use filters
With different filters, you can quickly view the data relevant to your needs. In addition, when a list is filtered the way you see fit, you can save the filtered view as your default view or one of your bookmarks.
Let's take a look at some examples of how different filters in Scoro work.
Filters in list views
In every list view, there are the main filters that are always visible by default. You can customize your data and view the way you want to. The additional filters are hidden under the Filter button and appear when clicking on it.
To customize your view, click the View button, then Data columns and select the options you want to make visible (or hide) in the list, and drag and drop the order they're displayed in. Note! Dragging and dropping the order works in all lists in Scoro with the exception of the task list.
Everything that affects the view, is under the View button and everything related to data filtering in under the Filter button.
The user filter enables you to select whose projects are displayed. Users can be selected one by one or by user groups. Just click on the group icon to select the whole group (or multiple).
User filters work the same way in all views (lists, reports, when adding a new event or task, etc.) in Scoro.
You can also sort the list by different columns. Just hover the mouse over the name of the column and if it turns red, it's possible to sort the list by that column.
All the lists have bulk actions. You can select certain rows (just tick them) and an additional bar with different options will appear above the list.
Filters in reports
Let's look at the detailed work report as an example.
Again, click the Filter button to display all available filters.
You can customize the view the way you see fit – add or hide as many columns as you need. Drag and drop to change the order they're displayed in.
With the user filter, you can select the relevant users one by one, or click the group icon to view the results of an entire group (or multiple).
Just select multiple groups in the user filter in the relevant view in Scoro to add a calendar event to multiple groups, for example, or filter out their results in list views, reports, etc.
To use bulk actions (modify more than one object at once), select at least one row – a bar with additional options will appear.
The detailed work report has many different grouping options that allow you to compile numerous different reports and therefore get data on almost anything in Scoro.
Just click Grouped by and group the list by different inputs. Additionally, you can use double grouping. For example, group the list by projects and also tasks/events to see all activities related to different projects in the selected period.
Customizable summary bar
It's now up to you which data to summarize on top of every list view in Scoro, and easily get the most essential information without opening and reports.
The customizable summary bar is displayed in every list view (tasks, quotes, invoices, projects, etc.) and different reports. The summary bar gives you a quick overview of all the metrics related to that specific feature important to you.
Let's take a look at an example of how you could customize your summary bar.
To customize your summary bar, open the project list view. Click on the View button, after that click on the Summary bar button. In the dropdown menu, you can see all of the columns that can be summed up and therefore can be displayed in the summary bar.
Note! In the summary bar, you can also display columns that are not visible in your list view. For example, to see the total number of projects, actual income, actual project profit and total to do tick all of those boxes under the view options and click Display. Now you have a summary bar with all of those metrics.
And if you want to save up your screen space and hide the summary bar, just click Deselect all and then Display.
Note! Custom fields can also be summarized and displayed in the summary bar.
In all views, you can ignore filters, when you want to search for results all over Scoro.
For example, in the contacts list, if you have a default view or a bookmark active, but wish to search for a certain contact in your site, you can use the Ignore filters button. This way, Scoro will search among all contacts found in Scoro, not only among the ones filtered out.
The date picker
You can use the date picker (mini-calendar) in different views to select a preferred period of time. Looks pretty basic, but there are actually a couple of cool features that you might not even know about.
The mini calendar in the detailed work report, for example, not only allows you to select any readymade or custom period but also makes it possible to compare the results of the selected period to the ones from another period.
To do so group the list by projects (for example), then select Overview under the second grouping option.
Then click on the date filter and pick a suitable period. Tick the option Compare and select the period to compare the results to.
This option is a great way to see how your business is doing period by period.
For example, here are the current year's results compared to the previous year.
In the calendar, for example, when adding or modifying an event you can use a similar date picker.
Just click on the arrows to move between months or years.
To select a different month or a year, click on the small calendar icon (once to change the month, and once again to change the year).
Of course, in all views, you can just type in the dates you wish to use, instead of selecting them from the mini calendar.