Predefined Filters

Learn how to use the predefined filters.

Predefined filters are available in many areas. In this case, a (Filter) button is displayed besides the search field.

If you select a filter, the search result is limited to the records that meet the filter criteria.

If available, filters are available from an info area's record list.

To filter data:

1. Switch to the desired info area.

   The available records are listed.

2. Click on (Filter).

   The available filters are shown. For each filter, an on/off switch is displayed:

   
   
   
3. Enable the desired filter using the switch. You can combine multiple filters.
4. You need to select filter criteria for some filters. For example, if you want to limit the listed records to your clients in a specific country, select the Country filter and then select the desired country.
5. Click on Filter to return to the previous selection.
6. The Filter button in the header displays the number of active filters ().