Filtering a list

For every list of records you create, you can filter that list, or narrow down the list to records with certain criteria. For example, out of a long list of inventory items, you may only want to see those items in a particular location. You narrow down that list by filtering by that particular location.

To filter a list:

In the green bar above the list, you see two fields, Filter and Contains.
From the Filter drop-down, select the type of criteria you want to filter by. For example, when filtering the Inventory By Item report, you can filter by Item #, Description, Group, Serial #, Lot #, Preferred Vendor, Product id, Expire date, Item receipt date, or Location.
In the Contains field, enter the value you want to filter by. For example, if you had selected Location for your filter type, you would enter all or part of the location name in the Contains field. If you are filtering by a number or a date, the Contains field changes to two fields, From and To. Enter the range you want to filter by. See the following examples:

If you are entering a date, you can enter an absolute date (mm/dd/yyyy), a relative date (e.g. "-7" for seven days previous, "+5" for five days from now), or "today". For example, you could filter by Item receipt date in range "-7" to "today" to find all of the items received in the past week.
Click the Filter button to the right. The results appear below.
To clear filter settings, select Show All in the top right corner.