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Adapt Filters. Get The Data You Need

This blog post is part of a series called “Tip of the Week”. In this week’s tip, we will review how to get the exact data you need from your Business One client and Web client.

Too much information? Important but not relevant? Need something else? Yes! The business activity is dynamic and the data we need changes accordingly. To keep up with the dynamic requirements the Web client for SAP Business One provides you highly flexible filter bar in each list view, chart and overview screen. You can use the fields that appear by default to filter the list:

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In each filter fields there are various options for entering values (depends on the data type) which allow you to reach fine-tuned results. For example, in the Document No. filter field you can enter several ranges, using the listed conditions:

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But, this is not it. You can customize the filter bar – add and remove filter fields as needed by clicking the “Adapt Filters” button:

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In the “Adapt Filters” window you can choose which fields to use as filters (user-defined fields are supported) and enter filtering values, in addition you can choose whether to display them in the filter bar or not. To apply your filters click the “Go” button.

Available in the Web client for SAP Business One 10.0, version for SAP HANA PL00 and Web client for SAP Business One 10.0 PL01 for MS SQL users.

I hope you found this information helpful and as always, I’m looking forward to your feedback in the comments section below. If you do have questions about SAP Business One, feel free to ask them here in SAP Community Q&A. This tip and all other tips can be found in the tag #tipoftheweek. To receive notifications about new related blog posts, please follow my profile and change your settings in your profile. Also, check out our SAP Business One Community page with lots of helpful links and resources.

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