Filters

Standard list behavior — search, filters, sorts, pagination, bulk selection — is described in Working with Lists.

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Filter Options

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Type

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Status

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Accounting Period

Narrow by the period covered by the statement:

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File Name

By default, the file name filter uses Contains mode (case-insensitive): any file whose name includes the entered text is shown. Switch to Exact match mode (case-sensitive) to show only files whose name matches the entered text exactly.

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File Contents (Reports)

Filter by the types of data detected in the statement:

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Tag

Filter by a tag that has been applied to statement files in this project. The dropdown lists all tags that exist for statements in the current project.

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Related Documentation