Applying a filter to limit the fund code display

By using the Default view and applying a filter to the funding sheet, you can temporarily reduce the number of fund codes that are displayed on the sheet.

To apply a filter

  1. From within the Default view for the funding sheet, click Edit View (the pencil icon), and select the Filters tab.
  2. Click Add Filter.

    The Data Elements list selects Fund Code by default.

  3. Select the applicable Condition, such as equals.
  4. In the Value, enter the first fund code that you want to include in the view.
  5. If you want to include multiple fund codes, click Add Filter again, repeat the preceding steps for each fund code that you want to include, and select the Or operator.
  6. Click Save As, enter a name for the view, and click Save.

The funding sheet will display only those funds meeting the conditions of the filter selected. The top of the sheet will display the name of the view.

To display all funds, select Default from the View menu.


Last Published Sunday, July 20, 2025