New filters (Basic): Overview
Filters are amazing for quickly finding information you want based on specific criteria. For example, you can create filters to view accounts with specific tags, or to find accounts that are assigned to a certain team member, etc. You can apply as many filters as needed to fine-tune your results.
Plus, you can save any of your selections as filter presets for later use—and even share them with your team!
Covered here:
- How to use filters
- Saving filter selections
- Applying filter presets
- Sharing filter presets
- Editing filter presets
- Duplicating filter presets
- Deleting filter presets
Note! We are redesigning our filters and this article is dedicated to our new filters! As of now, the new filters have been released for some, but not all, of the TaxDome pages. Here's information on the old version of filters.
How to use filters
Depending on your needs, you can use quick filters right from the list, or take the time and build advanced queries.
One-click filters
One-click filters are available right from the list. They can be added, modified or deleted without leaving the page.
To filter a list, click Filter in the top-left corner, select the filters you want, then select the property — is or is not. You can apply as few or as many filters as needed.
Once you’ve selected a filter, the list is narrowed down accordingly. The selected filters are shown at the top-left corner of the list. You can easily change the filters by adding or deleting them. Or, reset all filters by clicking Edit, and then Reset.
In case you’re wondering...
- You can filter by any field several times using is and is not parameters
- Filters are automatically saved, even if you leave and reopen the page
- The filters you create and the filters your coworkers create don't overlap
Advanced filters
Sometimes you need more flexibility when using filters. Here come our advanced filters! If you need to fine-tune your selected parameters, click Edit next to the filter parameters.
From here, you can:
- Make a copy of any filter: click the three-dots icon right to the filter, then select Duplicate
- Add more filters by clicking Add filter
- Modify or delete any of the filters added
- Save filter combinations as presets — see below
- When using multiple filters with the same parameter, decide which logic will be applied:
- When Any selected — at least one filter value must match
- When All selected — all filter values must match
Filter fields, explained
When you use filters to narrow down a list, you can select filters based on what type of data you’re looking for. Follow these links for more info on specific filters for:
Note! We are redesigning our filters, and this section will be updated once the new filters have been added throughout the system. Here's an article on how to use and apply old-version filters.
Saving filter selections
Filters, especially advanced filters that use four or more criteria, take time to create. Save your most frequently used filter selections so that you don’t have to start from scratch every time.
Here’s how: once you’ve made your filter selections, click Edit, make any advanced changes you need, give the filter preset a name on the top-left of the sidebar, then click Save and apply.
Note: All previously saved filter templates are migrated to current filter presets.
Applying filter presets
Once you’ve created a filter template, access it by clicking Presets at the top left of the list. The filter presets marked Public are ones you’ve shared with your coworkers; the others are private, visible only to you.
Sharing filter presets
If you think your saved filter selections might be helpful to your teammates, go ahead and share the filter preset. To do so, open the Presets list, then click three dots next to the template you want to share, and click Make public.
Public filter presets can be created and deleted by a firm owner, admin, or any employee with access rights to manage public filter templates.
Editing filter presets
If you need to make changes to the filter preset, you first need to reset the current filters by clicking Edit and then selecting Reset.
Then open the Presets list, click three dots next to the preset you want to change, and click Edit.
After you made all changes, click Save. The filter preset will be applied, so that you can see the results immediately.
Duplicating filter presets
When you need to create a filter preset that will be similar to the one that is already saved, you can easily duplicate the template, make all necessary changes, and save it as a new filter preset. To do this, open the Presets list, click three dots next to the preset you want to duplicate, and click Duplicate.
After this, you will be able to add all the changes you want in the sidebar. To save the duplicate template, give the new filter preset a name on the top-left of the sidebar, then click Save and apply.
Deleting filter presets
When you don’t need a filter preset anymore, go ahead and delete it. Open the Presets list, then click three dots next to the preset you no longer need, and click Delete.
