Filter your data

Creating a filter

Open the screen where you would like to create a filter. Many setup and entry screens include filtering capability.
If applicable, select the button to reveal the
Filter
field.
Right-click the
Filter
field and select
Add Filter
. The filter window opens. Note that the left pane of the window contains the names of any existing filters of the same type.
note
The name of this option varies depending on the screen you are in. For example, in the
Staff
setup screen, the option is
Add Staff Filter
.
In the
Filter Name
field, enter a name for the new filter. This is a required field.
In the
Criteria Information
section, you can select up to 6 criteria for your filter from the dropdown lists. In the
Filter by
field, select the criteria to use for the filter from the dropdown list.
From the
Method
dropdown list, select a method for your filter. Note that the available selections vary according to the type of criterion you selected in the
Filter by
field. Methods:
Select
is
to match a specific item.
Select
is not
to match all items except a specific item.
Select
is greater than
to match items greater than the selected value.
Select
is greater than or equal to
to match items equal to or greater than the selected value.
note
For items in alphabetical lists, a "greater than" selection matches items that appear after the selected item alphabetically.
Select
is less than
to match items less than the selected value.
Select
is less than or equal to
to match items equal to or less than the selected value.
note
For items in alphabetical lists, a "less than" selection matches items that appear before the selected item alphabetically.
Select
is blank
to match items with no entry or data.
Select
is not blank
to match only items with an entry or data.
Select
is in the list
to match multiple items. To select the items, use the
More
button and select the items from the
Filter Selection
window.
Select
is in the range
to filter for items that fall between the beginning and ending items you select from the dropdown lists.
For date-based filters, there are numerous range options available.
Some items in this list are available only if your firm is licensed for the Staff Management module.
Week
Period
— The current period begin date through the period end date, as defined on the
Change Periods
window
Month
Firm Quarter
— The begin date through the end date for the quarter (defined as 3 months) of the firm year that contains the current period end date
Benefit Quarter
— The begin date through the end date for the quarter (defined as 3 months) of the benefit year that contains the current period end date
Calendar Quarter
Firm Year
— The firm year beginning date through the firm year ending date, as defined on the
Change Periods
window
Benefit Year
— The benefit year begin date through the benefit year end date, as defined on the
Benefits
tab of the
Firm
setup screen
Calendar Year
Week-to-date
Period-to-date
— The period begin date (as defined on the
Change Periods
window) through today; if today’s date is outside of the current period, the end date is the current period end date
Month-to-date
Firm Quarter-to-date
— The firm quarter begin date through today; if today’s date is outside the current period, the end date is the period end date
Benefit Quarter-to-date
— The benefit quarter begin date through today; if today’s date is outside of the current period, the end date is the period end date
Calendar Quarter-to-date
Firm Year-to-date
— The firm year beginning date (as defined on the
Change periods
window) through today; if today’s date is outside of the current period, the end date is the current period end date
Benefit Year-to-date
— The benefit year begin date through today’s date; if today’s date is outside the current period, the end date is the current period end date
Calendar Year-to-date
Next Week
Next Month
Next Calendar Quarter
Next Calendar Year
Previous Week
Previous Month
Previous Calendar Quarter
Previous Calendar Year
Custom Date Range
Select
is in the filter
to select an existing filter.
Select
is selected
to match checkboxes that are marked.
Select
is not selected
to match checkboxes that are not marked.
Selected
: In the
Selected
field, select individual items or ranges or items to include in the filter.
Add additional criteria in the available rows as necessary.
In the
Logic
section, select the
Must match all criteria
option if items in the filter need to meet all criteria, or
Must match one or more criteria
if the items can meet any criteria.
Select
Enter
to save the filter.
Select
Done
to close the
Filters
window. Notice that the filter has been applied to the setup screen, and that the list now shows only those items matching your filter’s criteria.

Undoing a filter

To undo a filter that you have applied to a list, select the button in the

Filter

field.