About Filters

Filters control the records that you see in list views and reports.

You can provide values for the attributes that you want to filter on and the operator to use for filtering. Typical operators include the following: equal to, not equal to, starts with, ends with, contains, greater than, less than, and so on. The available operators depends on the attribute's data type. For example, operators for filtering text values are different than the operators for filtering numeric values. Filters are combined together using and logic, which means only those records that meet all filter criteria are displayed.

You can also create more complex filters using and as well as or logic and grouping logic to determine the order in which filters are applied.

You can apply filters against profiles, reconciliations, or reconciliation transaction attributes, including system attributes, balances, and balance details.

You can save a filter for future use. However, for setting up your views, saved lists can be used. See "Working with List Views".

Service Administrators and power users can publish filters so that they are accessible to other users and these are then marked as Public. Service Administrators and power users can use saved filters to test rules.

Where Are Filters Used in Reconciliation Compliance

There are many locations within Reconciliation Compliance where filters can be used.

The filters functionality remains consistent throughout these different areas:

• Reconciliations
• Transactions
• Profiles

• Periods

  You can use filters on the Periods dialog to help you narrow down your period list so that you can view only the periods you want to work with. This is especially useful when you are working with large numbers of periods over several years or are working with daily periods. See Filtering the Periods List.

• Manage Currency Rates
• Manage Data Load
• Manage Formats
• Jobs
• Archiving
• Manage Attributes
• Manage Filters
• Manage Lists
• Manage Currencies
• Manage Users
• Manage Teams
• Manage Alert Types and Alerts
• Managing Reports - Used in Manage Queries, Manage Report Groups, Manage Reports