Filter the records of a data group to find the records of interest. You can filter records by the columns of the data group and have multiple filters. You can also filter records by Error Text and Error Number to find records with errors. For example, filter by error text contains CHESSN, to view all records with an error or warning related to CHESSN allocations.
For example, image Filters shows how multiple filters are listed horizontally across the screen. However, if all the filters do not fit horizontally, the number of additional filters are indicated by +1, where the number indicates the number of hidden filters. You can select +1 to display the hidden filters. Note that >+1 then changes to Show Less, which returns to the single-line view.
You can use the browser functionality to bookmark filter settings and share filter settings with colleagues. The filter settings in the URL are encoded and cannot be easily modified.
Filter records
Filter the records in a data group as follows:
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Filter on a column in the data group, go to Field, select
. Then, select the column from the drop-down list. -
Select
the Operator such as equals =.Note that the filtering options depend on the type of data in the columns, such as dates or text as follows:
- Text
-
Columns with text can be filtered using contains :, equals =, or not equal , such as contains the text smith. Note that the text is not case-sensitive.
- Numeric
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Columns with numbers can be filtered with numeric operators, such as equals =, less than or equal <=,range, and so on.
- Boolean
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Columns with Boolean values can be filtered by one of the values, such as filtering the Approved column by Not approved to view the records that have not been approved.
- Dates
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Columns with dates can be filtered using equals =, less than <, greater than >, and range. For example, filtering the Last submitted column by the range 19/05/2020 to 28/10/2020 to view records last submitted between these dates. Note that dates must be entered in the format
DD/MM/YYYYor selected with the date picker
. -
Empty and Not Empty
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All columns can be filtered using empty or not empty, such as filtering the Tax file number column by not empty to view all records that have a tax file number.
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Go to Filter to enter or select the value to filter on.
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Apply the filter: select
.