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Working with Filters

Filters allow you to limit the data displayed on a page so you can focus on specific information. For example, filters can help you:
  • Find the register you want to work with on the Register Listing page.
  • View only the options for a particular category on the Options and Overrides page.
  • Display the account and asset combinations that are out of balance before the combinations that are balanced when using the
    WSC PLUS
     menu.
Filters are located in the filter bar below the column heading. To display the filter options for a column, select Filter for the column. Filter options change based on the type of column. The following graphic shows the location of the filter bar and how to access the filter options for a column:

Applying Filters

Filters can be applied to one or more columns. To apply a filter:
note
If rows are added to a grid, be sure to save the newly added rows before applying the filter. If you do not save the rows first, then the filtered grid will display the newly added rows regardless of whether the rows fit the filter criteria.
  1. Select the filter bar for the column you want to apply a filter to.
  2. Enter or select your filter criteria. The following graphic shows
    Simple Trust
     is being selected as the filter criteria for the
    Entity Type
     column:
  3. Select Filter to display the filter options.
  4. Select
    Apply All Filters
    .

Removing Applied Filters

Complete one of the following when you are ready to remove an applied filter:
  • Remove the filter for a specific column
    -Select Filter for a specific column then select
    Clear This Filter
    .
  • Remove all filters
    -Select Filter then select
    Clear All Filters
    . Or, select
    Filtered
     at the bottom of the grid.

This article applies to:

  • PRODUCT: ONESOURCE Trust Tax