How to use Filters

Navigating to Filters

1. Choose the relevant document screen in which you need to filter out the required data.
   
2. Click on the Filters menu button to apply a new filter.
   

Using the Default Filters

1. Default Filters could be used to filter out the required data on a basic level using various document parameters based on the document type which the user had chosen.
   

Using the Advanced Filters

1. Click on New Condition Group to add advanced filtering parameters along with the default filtering conditions.
   

1. Advance Filters could be used as AND/OR conditional statements along with the default filters.
   

1. Multiple advanced filtering conditions could be added by clicking the Add New Condition button.
   
2. Nested advanced filtering conditions could be added by clicking the Add Condition Sub Group button.
   
3. Advance filters could be removed by clicking on the Remove Group button

1. Click on the Apply button after choosing all the required filtering conditions to obtain the filtered data.
   

1. Click on the Clear button in the filter tab to clear the applied filtered view.
   

• Related Articles

• Understanding how to Navigate across Finly

  The left bar can be collapsed & widened with the Hide Menu option. The below gif shows: How to open & collapse the Nav Bar. Switch among multiple Entities. Toggle among tabs in the Nav Bar. Nav Bar Use "Global Search" to find any Data or Documents ...

• Audit Trails

  Navigating to Audit Trails Audit Trails can be used by the Admin users to track all the user activities on various documents. Choose the Manage option from the Navigation bar and select the Audit Trails from the drop-down menu. Identifying the user ...

• Using Export Manager to create Customized Reports

  Every Document on the system can be exported. Exports that are frequently used can be templatized by Creating a Template for the Export under Settings. Navigating to Exports Templates From the Finly Dashboard Navigate to the Settings Option from the ...

• How to View an Upcoming Invoice for an Agreement and Create an Invoice out of it

  For a user to create an Agreement Based Invoice, the user should be assigned the role of a Agreement Invoice Initiator. Method 01 : Navigating to Agreements Choose the Manage option from the Navigation bar and select the Agreements from the drop-down ...

• How to Create and Manage Reports within the Dashboards

  Navigating to Insights Insights is an add-on module that is available only for the Admin Users. Choose the Manage option from the Navigation bar and select Insights from the drop-down menu. Creating a Report in the Dashboard Choose the required ...