Using Filters

You can use filters to define and view a subset of tasks or documents to which you have security access. For example, on the Manage Journals page, you can filter the list of journals by Entity, Group, Label, Description, Journal Types, Balance Types, or Status.

You can expand, collapse, or resize the Filters pane to show or hide filter criteria.

To filter data:

1. From the Filters pane, click the Filter button, , next to a category.
2. From the list of available items, select items to display.
3. Click OK to refresh the list with the filtered criteria.

   Tip:

   To remove filter criteria and display all items, click the Reset Filter button .