Set Report Date, Company, Location, Terminal, and Entity Filters
How to Set Report Date, Company, Location, Terminal, and Entity Filters in Muhasib ERP
Overview
This guide will help you produce a precisely scoped report whose filters can be reproduced by another reviewer.
Muhasib returns records matching its report-specific filter logic.
Who can do this
You need access to Report view access and authorization for every selected company/location/entity.
Before you start
Define company, from/to or as-of date, timezone/cutoff, locations, terminals, users, parties, items, statuses, accounts, and inclusion rules.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Open the intended report and its filter area.
Set Report Date, Company, Location, Terminal, and Entity Filters
Step 1: Select the intended company first
Step 2: Set exact from/to dates or as-of date and note whether time is included
Step 3: Select location, terminal, user, and entity filters
Step 4: Set status, zero-balance, detail, grouping, or other options
Step 5: Select Filter/Generate once
Step 6: Record filters and generation timestamp with any exported output
Check your work
Test boundary records and confirm the title/filter summary identifies the selected scope.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
Related guides
- Find and Open the Correct Muhasib Report
- Reconcile Two Muhasib Reports Safely
- Print, Export, or Email a Report