Filter By

As the amount of data accumulates, it is often necessary to narrow it down to only specific data that is needed for a particular task. You can use filters to retrieve and display only the specific data that you need.

A filter is a set of conditions applied to a table in order to find and work with a subset of the data in that table. Users can apply, modify, create, save and delete filters.

  Filters are user specific.

Apply and Save a Filter

  1. Under the column header, click in the Filter field.
  2. Type your search text and press Enter. The list refreshes to show matching records.
  3. Click Save Filter.
  4. In the dialog, enter a name for the filter and click Save.

You can repeat these steps to create multiple saved filters.

Apply or Delete a Saved Filter

  1. Click the Saved Filter icon on the toolbar to open the Filters list.
  2. Select a filter to apply it to your data.
  3. (Optional) Click Set as Default to make it load automatically.
  4. To remove a saved filter, click its Delete icon.