Period-end tasks

Using Filters and Advanced Filters


Filters are selections that enable you to set criteria to specify information that you want to display, print or email. Using a number of filters, you can narrow or widen the information that will be displayed or printed/emailed. The more selections you make in the Filters or Advanced Filters window, the more focused the information that displays or prints will be.

The Report Customization window, the Analyze window, the Advanced Filters window and the Aging Date window are examples of windows that include filters.