Filtering Records

The row beneath the column headings is the Filter Row.

• Every column has its own search box that you can type directly into and then press enter to search. You can also search in multiple columns at a time.

• You can also perform a more advanced search of a column by using the Filter function, which will vary depending on the type of data the column is showing.

The following example shows the Filter options in a column that displays text data.

If the column refers to a Boolean (tick box) field, I will have the following preset Filter options:

If it’s a money field, I’ll have these options:

If it’s a date/time field, I’ll have these options:

You can quickly clear a Filter from a column by selecting the option from the list.

You can clear Filters from multiple columns at once by clicking on the Master Funnel (which will show as red when you have any Filters applied).

To save you having to repeat the process of running the same searches over and over, you can perform the process once and then save it as an Advanced Filter so you can quickly select it in future.