About Filters

Filters enable you to select the data you want to display in a window or include on a report.

Typically, you'll want to filter on four types of fields:

• A text field like a name, location or account number. The operations for these fields include: starts with, ends with, equal to, not equal to, contains, and does not contain.

• A number field like money or number of years. The operations include =, <>, <, <=, >, and >=, or within a specified range.

• A true/false field like enabled, active, or 1099. The operations include all, yes, and no.

• A date field like birth date and received date. The operations include: date within the last x number of days or weeks; date more than x number of days or weeks ago; date between two dates; and date within a specified range. Click here for more information on setting up date filters.

When you use more than one column in the filter, the system will search for records where both statements are true — not where one or the other statement is true. For example, if you set up this filter in the Manage Deduction window — Affects Disp. Income Equal To No; Affects State Taxable Income Equal To Yes — the system will return all deductions that do not affect disposable income but do affect state taxable income.

Click the links below for instructions to:

• create a filter

• pinned filters

• use a pinned filter

• create a filter based on a saved filter

• save a filter

• use a saved filter

• edit a saved filter

• set a filter as the default for the window

• share a filter with other users

• delete a saved filter

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