1. First, click on the Activity filter. Then, find the tab for Sales documents and select the type. In this example, we will use Orders.
2. Click on Add more filters to open the filter drop-down.
You can choose to filter by Representative, by Place, by places tags, by territory but also by your custom document status and your document tags.
3. If you choose to filter by your document status, choose one from the drop-down menu and click to add this filter.
4. Once the filter is applied, you will see the filter in the top left corner below your selected document type and your results will be narrowed down by the applied sales document status.