Enter a Filter Value

Related Topics

To specify a text or numeric filter value other than Date or Date/Time in the summary table:

  1. Click from the page toolbar to display the Environment page, and then click the Filter Settings tab.

  2. Click in the Qualifier column that corresponds to the field on which you want to filter, and then select Equal To (=), Less or Equal (<=), or Greater or Equal (>=) from the list of available options.

Qualifiers are Boolean operators used in conjunction with both the Filter and Value(s) columns.

  1. Click in the Value(s) column to display the Enter Filter Value for <Filter> page you to define a specific value.

<Filter> in the page title is replaced with the name of the current filter name. For example, to filter on a specific account, select the corresponding Equal To (=) qualifier. <Filter> is replaced with Account and the Enter Filter Value for Account page displays when you click .

  1. Type the text or number in the Value box.

  1. Click OK to display the entered value in the Value(s) cell on the Filter Settings tab.

  2. Click OK on the Environment page to display the summary table with the filtered data for this session only. You can also save and cancel filter settings from this page.

    3.  

    Click:

    To:

     

    Save the filter(s). Refer to Save Environment Settings for details on saving filters.

     

    Cancel any changes made to the Environment page.

     

    Revert to your previously saved filter settings.

For information on filtering on Date and Date/Time, refer to Filter on a Date and Filter on a Date/Time.