To create a filter based on a Category Extra field in Practice Manager Contact, see the steps below:
Log in to Practice Manager Contact.
Go to Reports, Filters.
Press the Find button, type in Category, then click Ok.
Highlight the filter that shows Category 25 is set then press Copy.
Provide a new name for the filter, e.g., Category 9 is Set, then click Ok.
Click on Edit.
In the Expression box, change the number to the required number. e.g. change Category25@Clients to Category9@Clients, then press Save, Close.
You can now run any report to combine with the Filter, e.g., in Practice Manager Contact, go to Reports, Clients, Clients List Abbreviated.
When prompted with the Filter Expression pop-up box, you can press the ellipsis button [...] and choose the filter, e.g. 'Category 9, then click Select, Ok.