Salon Manager reporting guide

How to Filter Reports in Salon Manager

Use report filters to narrow results, focus on the values you need and return to the original view with a reset.


Video walkthrough: filtering reports in Salon Manager Reports.

Quick answer

Click the Filter icon, choose values and apply them

Open the report, click the Filter icon at the top of the column you want to filter, choose the values you want to display, then click Apply. To remove all filters and return to the original report, click Reset.

Before you start

Have these details ready

Access to Salon Manager
Permission to view reports
A report already generated and displayed on screen

Step-by-step instructions

How to filter a report

Follow these steps to apply column filters and reset the report when needed.

1
Open Salon Manager
Sign in and open the main Salon Manager application.
2
Open Reports
Go to the Reports module.
3
Open the report
Open the report you want to filter.
4
Find the column
Locate the column you want to filter.
5
Open the filter menu
Click the Filter icon at the top of the column.
6
Review the values
The filter menu will display all available values for that column.
7
Select the values
Select or deselect the values you want to include in the report.
8
Apply the filter
Click Apply to update the report view.
9
Review the results
Check the filtered report results before exporting or printing.
10
Reset the report
To return to the original report, click Reset.

Useful tips

Use filters to narrow large reports quickly

You can apply filters to any column that displays the filter icon.
Use filters to quickly narrow large reports to the information you need.
Review the filtered results before exporting or printing the report.
Use Reset whenever you want to return to the original report without manually removing each filter.

Troubleshooting

Common issues and what to check

The Filter icon is not visible

Make sure the report has finished loading. Filtering is only available on report columns that support filtering.

The report is missing information

Check the active filters. Some values may have been excluded from the results.

The filter did not apply

After selecting your filter options, make sure you clicked Apply.

I want to remove all filters

Click Reset to restore the report to its original format.

Frequently asked questions

Filtering questions

How do I filter a report in Salon Manager?

Click the Filter icon on the column you want to filter, select the required values and click Apply.

Can I filter individual columns?

Yes. Each supported column has its own filter icon.

How do I remove report filters?

Click Reset to return the report to its original format.

Can I apply more than one filter?

Yes. You can filter different columns to further refine your report results.

Will filtering change the original report?

No. Filtering only changes the current view of the report until you reset it.

Offline reference

Download this guide as a PDF

Keep a printable copy for offline reference.

Download PDF Guide

Last reviewed: 05 August 2026.

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