Filter data and filter documents

Filter data

If the filter area is hidden, select
Show Filter
, and then select
Edit Filter
.
Select
Add Rule
and create 1 or more filter rules by selecting an option and building a statement to include or exclude information. Use
AND
/
OR
statements to make the rule more specific.
If you're mixing
AND
and
OR
statements, add a group to combine the rules so that they’ll operate together. You can use multiple groups to create complex rules. The primary
AND
or
OR
statement is at the top of the panel. The
AND
or
OR
statements for groups are indented below it.

Select an
X
in the
Filter
panel to delete a specific rule or group.
Select
Edit Filter
to open a panel with all of the filter's details, where you can delete specific rules or clear the entire filter.

Filters panel

If necessary, select the
Show Panel
button to expand the
Filters
panel.
Make selections in one or more of the expandable sections.
To filter by criteria not represented by the available sections, use the
Advanced Filters
section at the bottom of the panel, where you can build a custom filter.
All the filtering criteria you select in the panel combine to narrow the data displayed on the screen. Onvio will retain the filter until you change it or clear it.
When building a custom filter in the
Advanced Filters
section, mark the
Custom Filter
checkbox and select
Edit
.
Select
Add Rule
and create 1 or more filter rules by selecting an option and building a statement to include or exclude information. Use
AND
/
OR
statements to make the rule more specific.
If you are mixing
AND
and
OR
statements, add a group to combine the rules so that they’ll operate together. You can use multiple groups to create complex rules. The primary
AND
or
OR
statement is at the top of the panel. The
AND
or
OR
statements for groups are indented below it.

Remove an
X
in an expandable section of the
Filters
panel to delete a specific rule or group.
Select
Edit
in the
Advanced Filters
section to open a panel with all of the custom filter's details, where you can delete specific rules or clear the entire custom filter.

Quick Filter button

On some screens, other filtering capabilities may be supplemented by a quick filter button, which enables you to quickly filter by a common criterion. One example is on the

Billing Selection

screen (

Setup

Time & Billing

Billing

Selection

tab), where you can hide entries with zero balances using the

Zero Balance WIP

button. Select the button to turn this quick filter on or off. When the button is orange, the filter is applied (in this case, items with zero balances are hidden).

Filter documents

To display filter buttons in the storage area of the
Client
,
Firm
, or
My Documents
tab, select the
Show Filter
button.
note
The
Show filter
button appears white when the column filter buttons are hidden, and orange when the column filter buttons are displayed in the header row for each column in the grid.
Select a filter button in a column to sort the column by ascending or descending order, and/or create a filter to include or exclude information by condition or value.
If you choose to filter by value, you can enter a search term in the
Search
field, and/or mark the checkboxes next to the items that you want to display in the grid.
If you choose to filter by condition, you can apply a filter for items where the value Contains, Equals, Begins with, and so forth. Use AND or OR statements to make the rule more specific.