How to Create Filters

Filters can be set by clicking on the selection in the ellipsis menu of any component. Filters allow you to customize your view of any tab in the component, in order to view only the entries you want to see.

Click ADD FILTER to enter a new condition. Any columns that can be filtered will be listed in the dropdown menu:

Filters can be applied in an AND/OR manner by making a selection from the dropdown menu.

Once a filter has been added, the filter indicator in the top right corner of the component will display the number of filters currently applied. Clicking on the filter indicator will re-open the filter window for editing or removal

In addition, the Active Filter Bar at the bottom of the component can be used to view more details of applied filters:

The Active Filter Bar can be displayed or hidden using the arrow on the lower left-hand side of the component. Individual filters can be removed from here, or all filters can be removed using the Clear All button.