List functions

Most forms provide list functions that allow you to organize data or to summarize data by adding calculations.

List functions
	Use this to group data. Drag the column header you want to group the data on to the grouping box above the column headers. To create a group within the groups, drag another column header to the grouping box.
	Click this in a grouped list to collapse the list and hide the details.
	Click this in a grouped list to expand the list and show the details.
	Use this to add a calculated total to each group in a grouped list.
	Use this to add a calculated total to a list.

Filtering

The filter row and the advanced filters offer you more ways to quickly filter your data by entering one or more search criteria.

Filter row

The filter row provides an easy way to display the data of your choice. Click Filter Row, and enter the value you want to filter on at the top of the column. The form will immediately update to show the lines on which the relevant column contains your search term. Click Filter Row again to display all lines.

Advanced filters

Clicking the Advanced Filter icon allows you to specify one or more conditions that the lines must meet. For example, you could display all open items for which the due date has been exceeded by 10 days or more, or select journal lines corresponding to a particular creditor with an amount higher than 1000.

To reuse the filter, save the form view to which the filter has been applied using the Save View option.

Open the filter and click 'Click here to add a condition'.
Then choose the field you want the condition to apply to, and specify the condition, for example 'Days Overdue is greater than or equal to 10' on the Open Items form.
If you want the data to meet multiple conditions, then add another condition:
- Choose 'AND' if the data must meet all conditions.
- Choose OR if the data should meet at least one condition, for example if you are looking for debtors from New York or Chicago: 'Town/city equals New York' OR 'Town/city equals Chicago'.
- Use NOT AND if the data must meet one or more of the conditions, but not all (for example, if you do not want the combination of 'creditor equals 5500' and 'Amount is greater than 1000' to appear in the selection). If you are using NOT OR, the lines shown should not meet any of the conditions (for example, the lines do not meet 'creditor equals 5500' or 'amount is greater than 1000').