On-page basic Filter (Simple Filter)

The on-page basic Filter, known also as the Simple Filter, allows you to focus on a specific subset of data. This feature can be accessed from the following areas of the application:

Area	Path	Available Filter options
Users	Setup > Organization > Users	Active Suspended Decommissioned
Groups *	Setup > Organization > Groups	Active Suspended
Clients *	Setup > Work > Clients	Active Suspended
Work Types *	Setup > Work > Work Types	Active Suspended
Tasks	Setup > Work > Tasks	Active Suspended Decommissioned
Leave Time *	Setup > Timesheet > Leave Time	Active Suspended
Timesheet Templates	Setup > Timesheet > Timesheet Templates	Active Suspended
Credit Card Transactions	Setup > Expense > System > Credit Card Transactions	Files with Unresolved Items
WIP	Setup > Financial > System > WIP tab	Active Projects
Cost Rules	Setup > Financial > Cost Rules	Active Suspended
Billing Rules	Setup > Financial > Billing Rules	Active Suspended
My Notifications	Notifications > Go to my notifications	Read Unread Notifications Announcements
Announcement Notifications	Setup > Notifications > Announcement Notifications	Sent Not Sent
My Reports	Entries > Expense Manager > My Reports	In Progress
All Reports	Entries > Expense Manager > All Reports	In Progress
Batches	Financial > Invoice Manager > Batches	Open Completed Posted
Invoices	Financial > Invoice Manager > Invoices	Posted Exported
Payroll Manager	Financial > Payroll Manager	Open Posted Exported Not Exported
Tasks	Project List > Project Edit > Manage > Task	Active Suspended Decommissioned
Project Team	Project List > Project Edit > Manage > Project Team	Active (Onboarded Users & Active Roles) Inactive (Offboarded Users & Suspended Roles)

Note: If a Simple Filter option is cleared, the view switches to a flat list:

In this article, we will dive into the Simple Filter, a helpful tool for sorting through data effortlessly. We will specifically focus on its application within the Users list page as our example.

Using the Simple Filter

Navigate to the page where the Simple Filter is available. Refer to the table above. In our example we are going to use the Users list.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Organization.
3. From the available options select Users.
4. Upon the Users list page displaying, click the Filter button.

   Note: By default, the Users list is filtered to show Active, Suspended and Decommissioned users. If a selection box is unchecked, the Filter button turns blue ().

   

Filter by Decommissioned Users

Clear the Active and Suspended options to Filter the Users list and view only the Decommissioned Users in the system.

Filter by Suspended Users

Clear the Active and Decommissioned options to Filter the Users list and view only the Suspended Users in the system.

Filter by Active Users

Clear the Suspended and Decommissioned options to Filter the Users list and view only the Active Users in the system.