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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Global Trade Visibility

Add/Manage Filters

Add Filters
To add additional filters to a report, click
Add/Manage Filters
.
This action will open the
Filters
 pop-up. The
Current Filter
 section occupies the top half of the pop-up. In this section, determine which parameters are necessary for the filter. Add and remove parameters as needed.
All fields that can be potentially added as parameters are in the
Filter Field
 drop-down. To add the filter:
  1. Choose a field name. You can also add fields not included in the displayed report.
  2. Set the operator as Equal To, Not Equal To, or Contains.
  3. Enter a filter value. The
    Filter Value
     text box includes type-ahead functionality and will display current values in the chosen field.
  4. Click
    Add Filter
    .
The added searching criteria will show on the screen. If any additional filters need to be added to the report, follow the steps listed above.
Once all the desired filters are added, click the
X
 on the top right corner to close the pop-up window. The report will be refreshed and the filter will now appear above the active report grid. Multiple filters can be added at once.
To clear a single filter, click
X
 next to the parameter.
To clear all filters, click
Clear All
.
Default filters cannot be removed by you. These filters will not have an
X
 next to the parameter.
Manage Filters
The
Saved Filter
 section occupies the bottom half of the pop-up. This section is useful for saving common or favorite parameters for quick access.
To save a filter, click
Add/Manage Filters
 and add parameters as described in the
Add Filters
 section above.
In the
Name for Saved Filter
 field, type a new filter group name, and then click
Save Current Filter
. The added filter group will display below.
To apply a saved filter, click
Add/Manage Filters
, and then click
Use Filter
. Hovering over the question mark icon will open a more detailed description.
To remove a saved filter, click
Delete
.

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