Setting activity filters

To sort job records for reporting or review within the Reports or Data sections of Argos Manager, set and apply activity filters:

Date

Select the radio button next to the desired date option:

  • Disabled: no date filter set, all records displayed
  • Tracked: sort job records by the date they were printed
  • Billed: sort job records by the date billing/project codes were assign (recommended)

Select a pre-defined option for the date range from the drop down list (i.e. Last month).

Select Custom to define a specific set of dates.

Project

To filter by project, click the triangle icon next to the Project section to expand the filter options.

To locate a specific project, click the Uncheck All link and type the name or number of the project. Check the box(es) next to the codes to include.

Status

To filter by billing status, click the triangle icon next to the Status section to expand the filter options.

Check the box(es) next to the statuses to include.

Media

To filter by media, click the triangle icon next to the Media section to expand the filter options.

Check the box(es) next to the media to include.

Printer

To filter by printer, click the triangle icon next to the Printer section to expand the filter options.

To locate a specific printer, click the Uncheck All link and type the name of the printer. Check the box(es) next to the device(s) to include.

User

To filter by user account, click the triangle icon next to the User section to expand the filter options.

To locate a specific user account, click the Uncheck All link and type the name of the user. Check the box(es) next to the user(s) to include.

Report Options

Additional formatting options can be set in the Report Options section (only available from the Reports tab).

To sort activity after filters have been set, click the Apply button.

To reset all filters, click the Clear link.

Saving a filter set

  1. To save a set of filters for re-use, click on the Save as… button in the lower right portion of the filter.

  2. In the Save Filter window, enter a descriptive name for the filter set and click OK.

  3. Set the filters as desired, click Apply in the lower right section of the filter to sort the activity.

  4. To use a saved filter set, select the name of the filter set from the Filter drop down list and click Apply.

  5. To delete a previously saved filter set, select the desired filter and click the Delete button in the upper right corner of the filter window.

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