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Client Filters

Filters are available on reports and on the display of the data set.  In SKY we have taken filters to the next level because the filters can be built successively, for example, if you want to set a filter on a particular Partner, by selecting the partner filter the screen will refresh to show only the partner selected clients in the client panel. If you then  want to find a filter with say February year ends, then by selecting the February year ends filter the system will display only the february year ends within the partner selected. The new filter system has the ability of  adding a filter on top of a filter in an unlimited fashion and that is why we call the filters successive. 
 
In this section we are going to show you how successive filters work as well as how advanced filters work.