Common functions:Filter Data (Queries)

Introduction

The filter tool allows to display on the screen elements that have something in common.Whether it is all the clients living in the same city, all the transactions of a golf tournament or all the GL accounts starting with 40. This tool is available in all the software managements and is represented by this icon: .

By clicking on the button, the following menu will appear.

If you choose the option "Add filter", you will have to name it and it will then be found in the "Current filter" drop-down menu.

Temporary filter and current filter

Temporary filter

The option Temporary filter" displays the filter screen directly.

Current filter

The option "Add filter" allows to name a filter that is about to be created.

When the filter is created, it is then available in the "Current filter" drop-down menu for further use.

"Special" tab

Selection

When you filter a selection, it is important to remember that you can check more than one box to make your filter. There are two possible operations. Intersection (ET) or Union (OR). These operations apply only when you check more than one box.

Intersection (ET) allows you to filter all the clients corresponding to all the boxes you have checked.

Union (OR) allows you to filter the clients corresponding to at least one of the boxes you have checked.

Reversed search allows you to get the opposite results. You can therefore