33. Shortcut FiltersEnglishالعربيةfrançaisTagalogहिन्दी

Overview

Shortcut Filters

Shortcut Filters - Do you know how to create a filter?

Filtering within a list or report is a valuable tool for finding a specific entry in a report. Filtering relates to the ability to streamline what is shown in a report and only show on the screen the information that is required. The Shortcut for the filter is Select the filed and press CTRL+SHIFT+N, this will show all the related data as per the selected field.

There are Two Type of filters that you can use in any list or reports.

1. AND
2. OR

Both AND OR filters have different functionality. AND means all selected field should be filtered. OR means either of the selected fields to be filtered.

To apply a Filter open any list For example Open Customer Detail List.

• Select Sales module.
• Select Customer Express List.
• Click Details.
• In the list select any cell of a particular column. Let say you want to search all the customer on COD Terms in Customer Detail List.
• Right click COD in the Terms column and Select AND Filter (Shift + N).
• At the bottom of the screen you will see the applied filter in Red as ([Terms] = 'COD').
• Right click again and Click on Preview (Ctrl + Shift + N).
• This will show you all the records of customers under the terms COD.
• You can apply infinite filters.
• Right Click the Country column on any cell; let say USA and click AND Filter (Shift+N).
• Now at the bottom in Red you will see Two AND filters are applied ([Terms] = 'COD') AND ([Country] = USA).
• Right Click to select Preview (Ctrl + Shift + N). This will show you the all the customers who are on COD terms and who are based in USA.
• This way you can apply infinite number of filters.

Similarly you can apply OR filter. Which means the selected fields do not have be exact. For example. In Customer Detail List you want to search all the customers from USA OR terms COD.

• Open Product Detail List.
• Right click USA cell in the Country column, and Select OR Filter (Shift + O).
• At the bottom it will show in red the selected filter ([Country] = USA).
• Right click COD cell in the Terms column, and select OR Filter (Shift + O)
• At the bottom it will show in red the selected filter as ([Country] = USA) OR ([Terms] = COD).
• Right click and select Preview (Ctrl + Shift + N).
• This filter will now show you the all records of customers who are from USA and who have COD as their default terms. Thus, the both does not have to be same in OR filter.
• Same as AND you can apply infinite OR filters.

You can apply the OR filter in the same column as well. For example, you want to see all the customer who have Terms as COD and 7 Days. Same way you will apply the OR filter on the same column selecting COD and then 7 Days.

• You can apply a combination of AND , OR filters together too.
• You can clear a filter at any time. By right clicking and selecting Clear Filter.
• You can add your created filter as Custom Filter as well.
• Apply any AND , OR filter or a combination of both.
• Right click and select Add Custom Filter.
• This will open a window of Custom Filter.
• Name this custom filter in the field Filter Name.
• Tick Global if you want every user to see this custom filter.
• Ticking Default filter will make the list default on this filter, which means if you open that list again this Custom Filter will be applied by default and you will see the applied filter list by default.
• Click Save to save this custom filter.
• Now you can see this custom filter in the list, in the drop down menu of Custom filters.

This way you do not have to create filters every time. Create and save as Custom Filter so that you can use it later by simply clicking on the drop down menu of Custom Filters.