Case category//How do I...//setup/create/run a report
Author:
Stephanie.dodd@SAGE.COM
How to filter lists
Description
Use the Filter option in most modules to locate specific records or hide unused ones. For example, filter customers to show only those with a balance
Available in all modules except Transactions, filtered results apply to reports you run.
TIP:Use quick search to locate records or in the Transactions module use the Find to locate a specific transaction.
Cause
Resolution
Create a filter
Open the required module, for example, Customers, then click Filter.
If required, to clear a previously created filter, click Discard.
Complete the Filter window as follows: TIP:For further help with creating your filter, use the Wizard option.
Join
ClickWhere.
Field
Click the field you want to filter on, for example, Balance.
Condition
Click the required condition, for example, Is Equal to.
Value
Enter the value to apply to the condition.
To apply the filter without adding a further line, click Apply.
To add another line to the filter, click the space below then selectAndor Or as required.
Complete the Field, Condition and Value fields.
To save the filter for later use, click Save As, enter a file name, then click Save.
To apply the filter, click Apply then click Close.
Your filter applies and the software shows how many records match the filter criteria. To reverse the display, click the filter icon or spy glass on the module banner.
Video example of how to filter your invoices to show just those for one customer:
Wildcard options
Wildcards are special characters that you can use in the Value box to represent a line of text, or an individual character. You can use the following wildcards:
?
Represents a single character, for example, WE?001 finds WEB001 and WET001 and so on.
*
Represents any number of valid characters. This includes spaces after a specific value, for example, NE* finds all text beginning with NE.
$
Represents a specific line of text anywhere in the data, for example, $ABC finds all text that contains ABC.
[BCB:110:Limitless - 50 Accounts - Program Settings:ECB]