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How to filter lists

Created on  | Last modified on 

Summary

Use the Filter options in Sage 50 Accounts to restrict the records that appear.

Description

Use the Filter option in most modules to locate specific records or hide unused ones. For example, filter customers to show only those with a balance.

Available in all modules except Bank accounts, filtered results apply to reports you run.

 

 

TIP:

Use quick search to locate records or in the Transactions module use the Find to locate a specific transaction.

Resolution

Create a filter

  1. Open the required module, for example, Customers, then select Filter. 
  2. If required, to clear a previously created filter, press Clear form.
  3. Complete the Filter window as follows:

    TIP:

    For further help with creating your filter, use the Wizard option.

    Join

    Press Where.

    Field

    Select the field you want to filter on. For example, 'Balance'.

    Condition

    Select the required condition. For example, 'Is Equal to'.

    Value

    Enter the value to apply to the condition.

     
  4. To apply the filter without adding a further line, press Apply.
  5. To add another line to the filter, select the space below then select And or Or as required.
  6. Complete the Field, Condition and Value fields.
  7. To save the filter for later use, press Save As, enter a file name, then press Save.
  8. To apply the filter, press Apply then Close.

Your filter applies and the software shows how many records match the filter criteria. To reverse the display, click the filter icon or spy glass on the module banner.

Filter section of window shows the number of records are displayed.

 

Wildcard options

Wildcards are special characters that you can use in the Value box to represent a line of text, or an individual character. You can use the following wildcards:

?
Represents a single character, for example, WE?001 finds WEB001 and WET001 and so on.
*
Represents any number of valid characters. This includes spaces after a specific value, for example, NE* finds all text beginning with NE.
$
Represents a specific line of text anywhere in the data, for example, $ABC finds all text that contains ABC.

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