Using the Filter Criteria window, you can isolate the records that you want to display on a screen or use in a report.

1.To open the Filter Criteria window, click the Filter button.  You may have to select Set or Set Filter, depending on the screen from which you access the filter.

2.If you saved previous filters, they will appear in the Filter drop-down list in the Filter Criteria window.  To use one, select it from the drop-down list and click OK.

3.If you do not use a previously saved filter, you can select your filtering options under the various tabs of the Filter Criteria window.  Not all of the tabs will be available every time you open the Filter Criteria window. They will vary, depending on where you are setting this filter. However, the basic principles of filtering are the same throughout EventPro Planner.

4.If you want to view all available records or create a report that draws upon all available records, do not make any selections in the Filter Criteria window.

5.Follow the instructions below, under General Filtering, Linked Criteria or Advance Filter, to select criteria for your filter.

6.If you want to save this filter for future use, click the Save Filter button at the top of the Filter Criteria window.  In the Save Filter window, enter a description for the filter and click OK.

7.When you are done entering the criteria for the filter and you have saved the filter, if you want to, click OK at the bottom right corner of the Filter Criteria window.  The filter will now apply to the report or screen.

8.If you are in a screen in which you can save the last-created filter, you can click Filter | Save.  Even if you clear the filter or leave the screen, you can load this filter again by selecting Filter | Load Saved.  Note that you can only access the last-saved filter.  If you change the filter and save it again, the previous filter will be gone.

9.To remove the filter from a screen, select Filter | Clear or Clear Filter.