FieldInsight

Related Article: <a href="https://help.fieldinsight.com/en/articles/6862456-how-to-enable-the-fieldinsight-area-and-division-feature" target="_blank">How to Enable the Area and the Division feature?</a>

When you have the FieldInsight <a href="https://help.fieldinsight.com/en/articles/6862456-how-to-enable-the-fieldinsight-area-and-division-feature" target="_blank">Area and Division features enabled</a>, and have an assigned Sales Reports to an Area and a Division, you will then be able to filter your Sales Reports based on the Area and or the Division you wish to see. However, prior to filtering, you have to,

<a href="https://help.fieldinsight.com/en/articles/6862456-how-to-enable-the-fieldinsight-area-and-division-feature" target="_blank">Enable the Area and the Division features from the System Fields settings</a> first,

then, <a href="https://help.fieldinsight.com/en/articles/6862458-how-to-assign-a-project-to-an-area-and-to-a-division" target="_blank">create your list of Areas and Divisions</a>.

1. <a href="https://help.fieldinsight.com/en/articles/6862456-how-to-enable-the-fieldinsight-area-and-division-feature" target="_blank">Enable the Area and the Division features from the System Fields settings</a> first,
2. then, <a href="https://help.fieldinsight.com/en/articles/6862458-how-to-assign-a-project-to-an-area-and-to-a-division" target="_blank">create your list of Areas and Divisions</a>.

MUST KNOW ABOUT THE FIELDINSIGHT AREA AND DIVISION FEATURES BEFORE LOOKING AT HOW TO FILTER SALES REPORTS BASED ON AN AREA AND A DIVISION

<a href="https://help.fieldinsight.com/en/articles/6875473-fieldinsight-area-and-division-visibility-and-accessibility" target="_blank">Who can assign a Purchase Order to an Area and/or a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6875473-fieldinsight-area-and-division-visibility-and-accessibility" target="_blank">Who can see the Area and the Division where Purchase Orders were assigned to?</a>

1. <a href="https://help.fieldinsight.com/en/articles/6875473-fieldinsight-area-and-division-visibility-and-accessibility" target="_blank">Who can assign a Purchase Order to an Area and/or a Division?</a>
2. <a href="https://help.fieldinsight.com/en/articles/6875473-fieldinsight-area-and-division-visibility-and-accessibility" target="_blank">Who can see the Area and the Division where Purchase Orders were assigned to?</a>

WHERE TO CREATE THE AREA AND THE DIVISION DROP DOWN SELECTION LIST?

The Area and the Division drop down selection list can be created, updated, and deleted in 2 different pages as listed below:

<a href="https://help.fieldinsight.com/en/articles/6862458-how-to-assign-a-project-to-an-area-and-to-a-division" target="_blank">On the Projects form page</a>, and

on the <a href="https://help.fieldinsight.com/en/articles/6875538-how-to-assign-a-staff-to-an-area-and-to-a-division" target="_blank">Staff page</a>

1. <a href="https://help.fieldinsight.com/en/articles/6862458-how-to-assign-a-project-to-an-area-and-to-a-division" target="_blank">On the Projects form page</a>, and
2. on the <a href="https://help.fieldinsight.com/en/articles/6875538-how-to-assign-a-staff-to-an-area-and-to-a-division" target="_blank">Staff page</a>

FILTER SALES REPORTS THAT WERE ASSIGNED TO A SPECIFIC AREA AND A DIVISION

Navigate to the Sales Menu at the left navigation panel and click on it to expand.

 From the Report page view, set the Division and the Area filters to where you wanted to filter the Report results.

Find all Reports that are assigned to these Area and Division that you have set the filter on.

1. Navigate to the Sales Menu at the left navigation panel and click on it to expand.
   
    
2. Select Reports submenu 
   
    
3.  From the Report page view, set the Division and the Area filters to where you wanted to filter the Report results.
   
    
4. Click the search button
    
5. Find all Reports that are assigned to these Area and Division that you have set the filter on.

You can change the filter if you need to see the Reports created on a different Area and / or Division.

<a href="https://help.fieldinsight.com/en/articles/6875471-can-the-assignment-of-the-area-and-the-division-be-automated" target="_blank">Automating the linking of the Area and the Division</a>

<a href="https://help.fieldinsight.com/en/articles/6875526-how-to-link-a-sales-report-to-an-area-and-to-a-division" target="_blank">How to assign a Sales Report to an Area and to a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6862458-how-to-assign-a-project-to-an-area-and-to-a-division" target="_blank">How to assign a Project to an Area and to a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6982732-how-to-filter-search-a-project-based-on-the-area-and-on-the-division" target="_blank">How to filter search a Project based on the Area and on the Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6875385-how-to-assign-a-job-to-an-area-and-to-a-division" target="_blank">How to assign a Job to an Area and to a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6982742-how-to-filter-search-a-job-based-on-the-area-and-on-a-division" target="_blank">How to filter search a Job based on the Area and on a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6875459-how-to-link-a-quote-to-an-area-and-to-a-division" target="_blank">How to assign a Quote to an Area and to a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6982759-how-to-filter-search-a-quote-based-on-the-area-and-on-a-division" target="_blank">How to filter search a Quote based on the Area and on a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6875504-how-to-link-an-invoice-to-an-area-and-to-a-division" target="_blank">How to assign an Invoice to an Area and to a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6982777-how-to-filter-search-an-invoice-based-on-the-area-and-on-a-division" target="_blank">How to filter search an Invoice based on the Area and on a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6875496-how-to-link-a-purchase-order-to-an-area-and-to-a-division" target="_blank">How to assign a Purchase Order to an Area and to a Division?</a>

<a href="https://help.fieldinsight.com/en/articles/6982787-how-to-filter-search-a-purchase-order-based-on-the-area-and-on-a-division" target="_blank">How to filter search a Purchase Order based on the Area and on a Division?</a>

How to filter search a Sales Performance based on the Area and on a Division?

<a href="https://help.fieldinsight.com/en/articles/6875538-how-to-assign-a-staff-to-an-area-and-to-a-division" target="_blank">How to assign a Staff to an Area and to a Division?</a>

How to filter search a Staff based on the Area and on a Division?

- <a href="https://help.fieldinsight.com/en/articles/6875471-can-the-assignment-of-the-area-and-the-division-be-automated" target="_blank">Automating the linking of the Area and the Division</a>
- <a href="https://help.fieldinsight.com/en/articles/6875526-how-to-link-a-sales-report-to-an-area-and-to-a-division" target="_blank">How to assign a Sales Report to an Area and to a Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6862458-how-to-assign-a-project-to-an-area-and-to-a-division" target="_blank">How to assign a Project to an Area and to a Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6982732-how-to-filter-search-a-project-based-on-the-area-and-on-the-division" target="_blank">How to filter search a Project based on the Area and on the Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6875385-how-to-assign-a-job-to-an-area-and-to-a-division" target="_blank">How to assign a Job to an Area and to a Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6982742-how-to-filter-search-a-job-based-on-the-area-and-on-a-division" target="_blank">How to filter search a Job based on the Area and on a Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6875459-how-to-link-a-quote-to-an-area-and-to-a-division" target="_blank">How to assign a Quote to an Area and to a Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6982759-how-to-filter-search-a-quote-based-on-the-area-and-on-a-division" target="_blank">How to filter search a Quote based on the Area and on a Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6875504-how-to-link-an-invoice-to-an-area-and-to-a-division" target="_blank">How to assign an Invoice to an Area and to a Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6982777-how-to-filter-search-an-invoice-based-on-the-area-and-on-a-division" target="_blank">How to filter search an Invoice based on the Area and on a Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6875496-how-to-link-a-purchase-order-to-an-area-and-to-a-division" target="_blank">How to assign a Purchase Order to an Area and to a Division?</a>
- <a href="https://help.fieldinsight.com/en/articles/6982787-how-to-filter-search-a-purchase-order-based-on-the-area-and-on-a-division" target="_blank">How to filter search a Purchase Order based on the Area and on a Division?</a>
- How to filter search a Sales Performance based on the Area and on a Division?
- <a href="https://help.fieldinsight.com/en/articles/6875538-how-to-assign-a-staff-to-an-area-and-to-a-division" target="_blank">How to assign a Staff to an Area and to a Division?</a>
- How to filter search a Staff based on the Area and on a Division?

MUST KNOW ABOUT THE FIELDINSIGHT AREA AND DIVISION FEATURES BEFORE LOOKING AT HOW TO FILTER SALES REPORTS BASED ON AN AREA AND A DIVISION

WHERE TO CREATE THE AREA AND THE DIVISION DROP DOWN SELECTION LIST?

FILTER SALES REPORTS THAT WERE ASSIGNED TO A SPECIFIC AREA AND A DIVISION

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