Filtering Grids

How to filter Grids across EZClaim

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Filtering Grids

Basic Filter

Text Filter

Advanced Filter

Filter Editor

 

Basic Filter – Click the Snag_607dd8d-png icon (available when the mouse is hovering over a column heading) to bring up the filter list.  Filtering is also possible from the filter row.

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Text Filtering - Click the Text Filters tab to bring up enhanced text-filtering options

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Advanced Filtering – By clicking the filter icon, you can select Custom from the drop-down to open the advanced filtering window.  This allows multiple filter criteria.

For text columns (such as name or account number columns), the % is used as a wild card.  Entering s%l would match ‘Sim, Abigail’, ‘Strick, Darryl’, and ‘Sums, Manuel

Filter Editor – Right-click any of the column headings and select Filter Editor.  The filter editor allows additional filter capabilities.

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