Use the Filter

Anywhere you see the Filter icon The filter icon you can set a combination of properties, operators and values to compare that will limit the number records or results that you see so that you can find the information you are looking for. Filtering works the same no matter where you encounter the feature. Filter is available on:

  • Index screens

  • Reports

  • Detail screen grids

  • Many-to-Many pop-ups

  • Record Access Filters

  • Requirement Plans