Filtering generic inquiry screens

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On generic inquiry screens, there are several ways to sort and filter information, making it easier to find what you're looking for. You can:

Add or remove columns to change what information is included on a generic inquiry.
Add filters to show more specific information in a column.
Export a generic inquiry to Microsoft Excel.

To export a generic inquiry, simply click the Microsoft Excel icon () on the toolbar.

Go to a generic inquiry screen. This procedure uses the Employees screen (EP2030PL) as an example.
To the left of the column headers, click the list icon (). The Column Configuration window opens.
In the Available Columns list, select the columns you want to add, then click the right arrow icon ().

To remove a column from the generic inquiry screen, select it in the Selected Columns list, then click the left arrow icon ().
Click OK at the bottom of the Column Configuration window. Your selected columns are added to the generic inquiry screen.

Adding a filter

There are two ways to add a filter:

Go to a generic inquiry screen. This procedure uses the Employees screen (EP2030PL) as an example.
Click the header of a column you want to edit.
Select how you want to filter the column. For example, the image below shows filter options for the Status column.
Click OK.
Save your filter by clicking the save icon () above the column headers.

To save your filter as a pivot table, click the ellipsis icon ()and select Save As Pivot.

Go to a generic inquiry screen. This procedure uses the Employees screen (EP2030PL) as an example.
Above the column headers, click the filter icon ().
In the Filter Settings window, click the plus icon () to add a new row.
In the new row, complete the fields.
For example
The image below shows settings for a filter that only lists active employees on the Employees screen.
Here's how the different fields work:
- Property—Refers to the column headers available on the generic inquiry screen.
- Condition—Defines the relationship between the Property field and the Value field.
  
  In this example, setting this field to Equals excludes any entries that don't match what you entered the Value field.
- Value—You can either write in this field or choose from a list of options, depending on what you entered in the Property and Conditions fields.
Click Save.
Enter a name for your filter and click OK. This name will be used on a filter tab on the generic inquiry screen.
In the Filter Settings window, click Apply. You can use your filter by clicking the tab on the generic inquiry screen. For example, in the image below, the filter is called Active Employees.

Article ID: 39041