In this example, you will learn how to filter your list so you can see the data you prefer to see. For this example, you have a payment list and want to see the donations for in the month of February.
How to add filters to a list
1. Select the list you want to add filters to.
2. Select Filter above your list.
3. The Filters window will open. Select Add a filter.
4. For this example, you will add a filter that shows the data the month of February. First, you want to filter by Document date to show only dates for the month of February. To do this select Document date, Greater than or equal to, and 02/01/2025. This means the Document date will be on 02/01/2025 or after.
5. Select Add another filter to add another filter and you will see it creates it with an and. You want to make sure that you don’t get any dates that are after February, so leave it with the and. Then select Document date, Less than or equal to, and 02/28/2025. This means the Document date will be on or before 02/28/2025.
6. Since you could have other documents during this time frame, you will want to make sure you filter on only those documents that have a Status of Open. Select Add another filter again to add another filter. Select Status, Equals, and select Open. This will also be an and for the filter because it has to meet all the criteria for the data you want to see.
7. Select Save to see the results.
8. The results now show you the data from the month of February, that have a status of Open.
Questions on adding filters? Email support at support@eonesolutions.com