Four controls above the table narrow the list. Changing any of them reloads the table immediately and returns you to page 1.
- Search Client or Property Address… — type to filter by client name, property name, address, city, state or zip. The table refreshes about a second after you stop typing.
- All Client Types — limit the list to one client type (for example Residential or Commercial). Client types are managed in Settings; see Section 1.
- All Property Tags — limit the list to properties carrying one tag. The list offers your company’s tags (see Section 13); a property matches when that tag has been applied to it in its property record.
- Date Range — the From and To dates the dosage costs and revenue are measured over. Click the box to open the calendar and pick a start and end date. The default is the first to the last day of the current month.
Note: The date range does more than filter the table: it is also the period that Create Dosage Invoice bills. Set the range first, check that the costs look right, and only then create invoices.