33 Shortcut FiltersEnglishالعربيةfrançaisTagalogहिन्दी

Shortcut Filters

Do you know how to Create a Filter?

Filters can be accessed and created from within reports and lists, across All Modules. There is no limit to the number of columns and data you can filter on at the same time, but keep in mind the difference between an "And" filter and an "Or" filter.

• Right mouse click in any number of columns or fields you wish to filter and an Options List will open
• And filters to name and something else
• Or filters to name or something else
• Partial filters part of a name/option/word
• Exclude excludes something eg. date range
• Bracket a bracket can be created with a filter within it then a further one created. To be used when you require a calculation to be done, before another command.
• When a filter has been created Right mouse click and choose Preview to view details.
• If you wish to Clear a filter you have created Right mouse click and choose Clear Filter from the options.
• If the filter you have created is one that would be re-used, this can be saved by Right mouse clicking and selecting Add Custom Filter the custom filter will then run automatically when selected in the future.
• Creating a Default Custom Filter will open that list with this filter active everytime.
• A quick and easy way of filtering is to select the data required, then Hold down and press at the same time Ctrl + Shift + N