Filter tab

Use filters to search for records based on specified criteria. You can include or exclude records from search results based on your specifications. The records can be logically related to each other using AND or OR statements in your filter selection.

  • AND requires that both records are true.

  • OR requires at least one to be true to select a record.

The Filter page is divided into two columns:

  • Filter Selection. Allows you to specify the filters you want to apply.

  • Active Filters. A list of the applied filters. If needed, you can remove an individual filter by clicking the Delete button.

For more information, see Filtering views and Clearing filters.