Filtering reduces the number of records displayed. Filter & Sort is available from Report Selections Forms, Grid toolbars and Right-click context menus, and Lookups.
When a Filter & Sort is applied, the button will appear with a blue circle. To clear all Filter & Sorts press Ctrl+F3. To stop a Filter & Sort, press Esc.
Button |
Keyboard shortcut |
Position |
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Grids and Selections |
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Lookups |
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Filter Tab |
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Any Selection |
Selected, a record need only match one of the conditions. Clear, a record must match all filter conditions. |
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Field Name |
Enter or use the drop-down to select the fields in the data file for filtering. |
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Operator |
The Operator. When combined with search criteria, the operator defines a condition that a record must satisfy to be selected. Operators can be typed or selected from the drop-down. If this is blank and you enter selection criteria, the default operator is = (equal to). See Operator Meanings and Rules below. |
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Criteria |
Values that the operator in the Op field are applied to. To search for records that have no entry for a field, use the operator = and leave the Criteria field blank. For some fields, criteria can be selected from a drop-down list. You can use the ? and * wildcard characters. For alpha-numeric fields, upper and lower case are ignored. For Date fields, all the numeric operators except +- can be used. To search for a date in relation to the System Date, enter DATE, followed by + or -, then the number of days before or after the System Date to search for. For example, DATE-7 would be one week prior to the System Date. |
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Operator Meanings and Rules |
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Operator |
Meaning |
Rules |
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= |
Equal to |
Enter one or more selection criteria, separated by commas. |
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== |
Equal to (literal) |
Enter only one selection criteria. Treats wildcard characters (such as * and ?) and special characters (such as , and ") literally to allow filtering on fields containing these characters. |
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< |
Less than |
Enter a single figure, word or phrase as selection criteria. |
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<= |
Less than or equal to |
Enter a single figure, word or phrase as selection criteria. |
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> |
Greater than |
Enter a single figure, word or phrase as selection criteria. |
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>= |
Greater than or equal to |
Enter a single figure, word or phrase as selection criteria. |
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<> |
Not equal to |
Enter one or more selection criteria, separated by commas. |
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# |
Not equal to |
Enter one or more selection criteria, separated by commas. |
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## |
Not equal to (literal) |
Enter only one selection criteria. Treats wildcard characters (such as * and ?) and special characters (such as , and ") literally to allow filtering on fields containing these characters. |
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+- |
Equal to plus or minus |
For numeric fields, enter one or more selection criteria, separated by commas. Cannot be used with alpha-numeric or date fields. |
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[] |
Inside range |
Enter the start and end data for the range, separated by a comma. |
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][ |
Outside range |
Enter the start and end data for the range, separated by a comma. |
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* |
Containing |
Only available if the Field is alphanumeric. Treats the selection criteria as if there is a * wildcard at each end of each selection entered. |
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#* |
Not containing |
Only available if the Field is alphanumeric. Excludes records that contain the selection criteria from the answer. It treats the selection criteria as if there is a * wildcard at each end of each selection entered and the operator is # or <>. |
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Toolbar |
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Expand Toolbar |
Expand the toolbar to give access to all toolbar options. Press |
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Insert |
Insert an item at the selected line. |
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Move |
Select an item and move it higher or lower on the list. |
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Delete |
Delete the selected item. |
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Customise |
Opens Customise Fields, you can customise the fields visible in the grid. |
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Clear Filter |
Clear the selected filter. |
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