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Portfolio Manager Help
Filter Data
You can filter data in a data grid.
To filter data
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In the column to filter, click the Funnel icon. A list of options for the specified column appears.
(All): If selected, the system didn't filter the results.
(Custom): If selected, allows you to set custom filtering conditions.
(Blanks): If selected, the system limits the results to accounts with a blank or null value in the specified column.
(NonBlanks): If selected, the system limits the results to accounts that don't have a blank or null value in the specified column.
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Click any value other than (Custom). The list closes and the data grid only includes the records that match the specified filter.
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To set custom filter criteria, do the steps to Set Custom Filter Criteria.