Filtering the Accounts Table

To better analyze your accounts use the filter button and the multiple sorting options.

1.  To access the accounts filter, select the Accounts tab from your left hand side navigation panel. 

2.  Next, select the FILTER icon to open the filter table. 

3.  Now, choose your filter and sorting options and then click on FILTER to generate results. Selecting enter/return on your keyboard will not generate results, you always have to select FILTER.

Save commonly used filters for quick access on your accounts table. Simply create the filters and select Save as New Tab.

 

DEMO VIDEO: