Using the Filter Editor

In the Filter Editor you can modify a filter to show the specific information you want to view. When editing a filter, you can add several levels of filter criteria to meet your needs. The levels of criteria are broken down into groups and conditions. When editing a filter you must first define a group. Examples of groups are and, or, not and, and not or. Groups determine how you want to filter the information. You can add groups under existing groups, if necessary. Once you have groups created, you can add conditions under those groups. Adding a condition adds a top level condition in the logic statement. For example, the filter would consider condition 1 AND condition 2 OR condition 3. Adding a group adds a sub-group of conditions in the logic statement. If condition 2 and 3 are added under a group then the logic result is: condition 1 AND (condition 2 OR 3).

Getting to the Filter EditorGetting to the Filter Editor

Right-click on the column header of the column for which you want to edit the filter.

Select Filter Editor to open the Filter Builder window.

If you want to change the filter group, see the Groups heading below.

If you want to change the condition, see the Condition heading below.

Click on the green operator to display a drop-down menu.

Select the appropriate operator.

Click <enter value> to display a field and enter the appropriate value.

GroupsGroups

When you first open the Filter Editor, a group and condition are already added to the Filter Builder window. The default group is And. The condition will be the column you right-clicked on in the original window. You may change the group and condition as appropriate.

When editing a filter, you can add several levels of filter criteria to meet your needs. The levels of criteria are broken down into groups and conditions. Examples of groups are and, or, not and, and not or. You can add groups under existing groups, if necessary. Once you have groups created, you can add conditions under those groups. You can add as many conditions to groups as necessary to fit your needs for your filter. A condition is the column by which you want to filter. Adding a condition adds a top level condition in the logic statement. For example, the filter would consider condition 1 AND condition 2 OR condition 3. Adding a group adds a sub-group of conditions in the logic statement. If condition 2 and 3 are added under a group then the logic result is: condition 1 AND (condition 2 OR 3).

Change Filter GroupChange Filter Group

To change a filter group, do the following:

Click on the group name that appears in red letters to display a drop-down menu.

Select the appropriate group filter.

Add Filter GroupAdd Filter Group

To add another filter group, do the following:

Click on the group name that appears in red letters to display a drop-down menu.

Select Add Group to add another group to the filter

Follow the steps under Basic Info to define the new group’s filter settings.

Repeat steps 1-3 to add as many groups as necessary.

Remove Filter GroupRemove Filter Group

To remove a group, do the following:

Click on the group name that appears in red letters to display a drop-down menu.

Select Remove Group to remove the group from the filter.

ConditionsConditions

Change a ConditionChange a Condition

To change a condition, do the following:

Click the blue condition name that appears in brackets to display a drop-down menu.

Select the appropriate condition.

Add a ConditionAdd a Condition

To add a condition, do one of the following:

Click the [+] next the group in red letters to which you want to add a condition. A new condition appears connected to that group.

Click the group in red letters to which you want to add a condition to display a drop-down menu and select Add Condition.

Remove a FilterRemove a Filter

To remove a condition, click the [x] at the end of the condition row to remove the condition from the filter.