Filtering Lists

During various activities, you might want to filter the information in a list in order to view a shorter or more specific list.

Two types of pages are used to filter lists:

§       Filter pages

§       Filter selection pages

Working with Filter Pages

To perform the initial list filtering activity:

1.      Click any link above the list. The appropriate filter page is displayed.

2.      Enter the information in the fields.

Note: On filter pages where you can change the invoice month, and no data exists for the month you select, the values you entered in step 2 are set back to None.

3.      Click Apply Selection. The appropriate filter selection page is displayed.

Working with Filter Selection Pages

To complete the list filtering activity:

1.      On the list, select the appropriate options.

Notes:

·       For pages where the Find field is available, locate the option(s) quickly by typing the first few digits into the Find field and clicking Find.

·       Select all options by clicking Select All.

·       Clear all checkboxes by clicking Clear All.

·       If you want to sort the list according to data in a specific column, click the column name. The data in the list is sorted accordingly, and an arrow next to the column name displays the sort order (ascending or descending). If you want to reverse the sort order, click the column name again.

2.      Click Submit. The filter page is redisplayed showing your selections.