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Narrow down a long list

Filter, sort and choose the columns you need.

Makes a busy list easier to read.

Good to know before you start

What is remembered?

Supported column layouts persist in this browser; filters, sorting and paging normally last within the browser session. Page-controlled status cards are an exception. These preferences do not follow you to every device. Reset to default in Edit Columns resets the column layout, not every filter.

Step by step

0 of 4 steps complete

Step 1 of 4

Type in the filters under the column headings

Use dropdowns such as Status where you see them. Combine filters to narrow the list.

Requisitions list with a text filter and the Status dropdown highlighted.

Requisitions list with a text filter and the Status dropdown highlighted.Highlighted: 1. Text filter; 2. Status dropdown.

Type in the filter under a column heading, or pick from a dropdown such as Status. Filters combine.

  1. Text filter
  2. Status dropdown

Type in the filter under a column heading, or pick from a dropdown such as Status. Filters combine.

  1. Text filter
  2. Status dropdown

Your progress is saved only in this browser.

More help: the full guide text for “Tables, filters and columns”

Make tables work for your task

Build a useful view

Type into the filters beneath relevant column headings. Use dropdowns where offered, such as Status. Combine filters to narrow the result set, then use sortable headings to set a useful review order.

Choose Edit Columns to show or hide fields. Use column drag handles where available to arrange the view.

Refresh and export deliberately

Refresh Data reloads records. Export as CSV covers the supported filtered/sorted set, not just the visible page. Check the file’s scope before sharing it.