To create a filter based on a Category Extra field in Practice Manager Contact, see below steps:
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 eg. 'Category 9 is Set' then click Ok
Click on Edit
In the Expression box, change the number to the required number. eg. change Category25@Clients to Category9@Clients then press Save, Close
You can now run any report to combine with the Filter, eg. 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 eg. 'Category 9' then click Select, Ok.
For information on how to generate a report with Text categories please click here.