ANB Go Business User Guide

Filter Columns

List views can be filtered using the filter icon ( ) on the top right side of the list view (2 on page 8). This opens the filter menu. Each column is listed, and users can enter criteria for one or more of these columns. Upon clicking Apply (D), only data that matches the criteria is displayed in the list view. Once a filter is added to the list view, a symbol (E) appears on the list view heading next to any column that is included in the criteria. Additionally, the word ‘ Filters ’ (F) appears on the top left of the list view. The blue number in parentheses indicates how many filters have been applied, and the specific filter criteria can be viewed by clicking on the blue ‘ Show Values’ link. From here, users can easily remove filters by clicking on the ‘x’ (G) next to the filter criteria and can also keep the filters but hide the filter criteria by clicking the ‘ Hide Values ’ link (H).

D

E

F

H

G

Make Changes to Existing List Views

1. Navigate to the list view and make the needed changes to the columns or filters. 2. Once complete, click Save next to the list view name.

Save New List Views After adding or removing columns and filtering, users have the ability to save customized list views for direct access.

1. After modifying a list view, click Save As .

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