Solution Properties
Solution ID:
200427112156631
Last Modified Date:
Mon Jun 05 13:19:21 UTC 2023
Taxonomy Path:
Case category//How do I...//setup/create/run a report
Author:
[email protected]
How to filter lists
Description

To help you locate information in your accounts quickly in most modules, you can use the Filter option to restrict the records that appear. For example, if you want to show only customers with a balance on their account.

Identify specific records you want to work with or to hide records you don't use. It's available in all modules except Transactions, any reports you run are based on your filtered results.


TIP: You can also use the quick search option to locate records swiftly. In the Transactions module, you can use the Find option to locate a specific transaction.

Cause
Resolution

Create a filter

Open the required module, for example, Customers, then click Filter. 

  1. If required, to clear a previously created filter, click Discard.
  2. Complete the Filter or Search window as follows:
    TIP: For further help with creating your filter, click Wizard then follow the on-screen steps.

    Join

    Click Where.

    Field

    Click the field you want to filter on, for example, Balance.

    Condition

    Click the required condition, for example, Is Equal to or Is Between.

    Value

    Enter the value to apply to the condition.


      NOTE: When using the Between condition, split the two values with a comma.

  3. To apply the filter without adding a further line, go to step 6.
  4. To add another line to the filter, press the TAB key on your keyboard. On the second line, from the Join drop-down, click Or or And as required then repeat step 3.
  5. To save the filter for later use, click Save As, enter a file name, then click Save.
  6. To apply the filter, click Apply then click Close.

Your filter applies and the module banner shows how many records match the filter criteria. To reverse the display, click the filter icon or spy glass on the module banner.

Here's a quick video example of how to filter your invoices to show just those for one particular customer:

Apply a saved filter

  1. Open the required module, for example, Customers, then click Filter or Search.
  2. Click Open, locate and select the required filter then click Open.
  3. Click Apply then click Close.

Delete a saved filter

  1. Open the required module, for example, Customers, then click Filter or Search.
  2. Click Open, locate and right-click the filter, click Delete then click Yes.

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:

?
This represents a single character, for example, WE?001 finds WEB001 and WET001 and so on.
*
This represents any number of valid characters, including spaces, after a specific value, for example, NE* finds all text beginning with NE.
$
This 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]
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