10. FiltersEnglishالعربيةfrançaisTagalogहिन्दी

Overview

Filters

Filters - Do you know how to filter in the list to show only specific details, then create a custom filter?

Filtering within a list or report is a valuable tool for finding a specific entry into the 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.

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 Contact Name in Customer Detail List.
• Right click and Select AND Filter (Shift + N).