Contents

Set Custom Filter Criteria

Use the Enter Filter Criteria for... dialog box to specify selection criteria for any column in the query results. You can combine selection criteria (or conditions) to create more complex filters. The full name of the dialog box is based on the column you are filtering.

To set custom filter criteria

With the Select Accounts window open, in the toolbar, click Run. The results appear on the Results tab.

Select Accounts window - Results tab

In the column heading of the column to filter, click the Funnel icon. A list of options for the specified column appears.

Results tab - filter

Click (Custom). The Enter Filter Criteria for... dialog box appears. The following example shows the dialog box for the Customer column.

Enter Filter Criteria for Customer dialog box

In the first Operand list box, click an operator. For more information, see Custom Filter Operators.
In the Operand list box, click or type an operand. In the previous example, the operator is "= Equals" and the operand is "0000001 - CUSTOMER ONE." The condition appears in the lower portion of the dialog box.
To add conditions, click Add a condition. A blank row appears.
To delete a condition, click the condition and then click Delete Condition.
If you set multiple conditions, do one of the following:

To set the filter so that all the conditions have to be true for an account to appear in the query results, click And conditions. For example, customer does not equal "0000001 - CUSTOMER ONE" and customer does not equal "0000002 - CUSTOMER TWO" means that you want to see accounts for all customers except Customer One and Customer Two.
To set the filter so that only one condition has to be true for an account to appear in the query results, click Or conditions. For example, customer equals "0000001 - CUSTOMER ONE" or customer equals "0000002 - CUSTOMER TWO" means that you only want to see accounts for Customer One or Customer Two.

When finished creating the custom filter, click OK.