Filters in List Views

Filter list views precisely and narrow down results.

Our filters help you quickly and easily find exactly the information you need. On the most important list views, such as debtors, documents, clarifications, and more, you can use filters to customize the displayed results as you like. The available filters vary depending on the view. The following basic filter types are available:

• Date filter
  Simply select a date in the calendar, for example, if you want to narrow down the due date of the listed documents.

• Single selection
  With this filter type, you can select only one result. For example, the document type filter can show you either all documents of the type credit or of the type receivables.

Multiple selection
Within most filters, you can select multiple results. For example, the business unit filter can include several business units at once.

Creating and editing filters

• Navigate to the desired list view

• Use the “Filter” icon to add the filters you want

• Depending on the filter type, select the appropriate restriction for the overview

• Selected filter options remain in place even after you leave the list view, so you don’t have to add the filters again

• Values stored in the filters must be selected again when you reopen the list view

• Filters can be removed at any time using the “X” icon

• If you want to save your filters, including your selections, as the default, you can store them as a saved view