Creating Filters

To create filters:

1. In Account Reconciliation Manager, navigate to one of the following:

   • On the menu, select Manage, and then Filters.

   • On the Profile List, Reconciliation List or Transaction List views, on the Filter panel, click Manage Filters .

2. Click New.
3. Enter:

   • Name

   • Description

   • Type—Select one account type:

     • Profile

     • Reconciliation

     • Transaction

   • Public

     Select if anyone can view this filter.

   • Filter Definition

     A group of conditions that limit the list of account profiles or reconciliations

   • Condition

     You can define the properties of a condition or group:

     • Conjunction

       Select And or Or. These state how this condition or group relate to prior sibling conditions or groups. This field is enabled only if the selected node is not the first child of its parent node.

     • Attribute Source

       Appears only for Filters of type Reconciliation. Select Profile, Balance, or Transaction. The selection of the Attribute Source affects the list of attributes presented in the Attribute drop-down list. By default, Profile is selected.

     • Attribute—A list of all available attributes for the filter. By default, Name is the attribute selected.

     • Operand—States what kind of evaluation to perform against the attribute.

     • Value—Specifies what values to compare the attribute against. The type of attribute determines what input field is available.

4. Click OK.