Simple Filtering of List Screens

Text Field Filter

On every List screen every column has a little arrow on the right hand side and if you click on that arrow it gives you the options to sort or filter the list based on data in this column. In this example we selected a text field "City".
- It has options to sort ascending or descending
- It has options to check individual cities (only shown if the discrete choices are not too many)
- It has text filtering options (Equals..., does not equal..., begins with..., etc...)
These options allow for all different types of filtering for easy finding of the data that you want.

Numeric Field Filter

Here we show filtering on a Numeric field "Donation Amount". Works similar to filtering on a text field except the filtering options are (Equals..., Does Not Equal..., Less Than..., Greater Than..., and Between...).

Date Field Filter

Here we show filtering on a Date field "Donation Date". Works similar to filtering on a text field except the filtering options are specific to date fields. Example: You might filter on donation date to show donations that occurred this month.

Previous Lesson: Using reports from details screens Table of Contents Next Lesson: Advanced Filters (Very Powerful Feature)