Standard Filter

Filter options allow you to view only those deals you want to see by entering selection criteria. If the deal list is large, you may only want to view a limited portion. For example, you may only be interested in viewing or printing deals made between two dates and for a specific bank. The list filter lets you set these criteria and display only these sales. You may enter criteria into some or all of the entry boxes.

When entering dates, you have the option of using the calendar funtion. Simply click the Calendar button to display the calendar. With the calendar displayed, you may move through different months and click on a specific date. Clicking on a date will automatically enter that date into the date field. When entering dates manually, enter them in the format of mm/dd/yyyy. Should you enter only one date, the other date will assumed to be open ended.

You may also add or subtract days to a date that has already been entered by pressing the + or - keys when the date field is highlighted and the calendar is not displayed.

When you have entered all of your desired filter criteria, click the Apply Filter button. The listings on the screen will be narrowed down to show only the items which match your filter criteria. A Filter On box will also be displayed. To turn off your filter, click the Clear Filter button.

Note: when the Filter On box is displayed, your inventory is being filtered by the criteria that you have entered. This box acts as a visual marker to let you know a filter is currently being applied. If you notice that your screen does not display all of the data you expect, you may want to check and see if this box is being displayed.