Entity Search Filters

Learn how to search for entity information using filters in Athennian! With Filters, users can apply various criteria such as Status, Jurisdiction, Formation Dates, and more to refine their entity searches. This guide provides step-by-step instructions to create, save, use, and delete filters.

A. Create and Save a Filter

1. Navigate to the Entities section from the main menu on the left
2. Click on Filter at the top-center of the screen to open the filtering options
3. Set desired filter criteria from the options available
   Note: Filter options may appear greyed out until selected
4. Click Apply to apply the filter
5. Review your search results at the bottom of the screen to confirm the filter is accurate
6. To save the filter for future use:
   Click Filter again and locate the + Save Filter button on the right
   Type a name for the new filter in the modal that appears and click Save when done

B. Search Using Saved Filters

1. Navigate to the Entities section
2. In the top-center area, click on the Select A Filter To Load dropdown to view available Saved Filters
3. Choose a Saved Filter from the dropdown, and it will apply automatically

C. Clear Applied Filter 

1. Option 1 - Click the red X to the right of the filter button after applying a filter
       Note: This action does not delete the filter; it only removes it from your current search results.
2. Option 2 - Click the Filter dropdown to expand filter options. Then, click Clear All Filters at the bottom left to remove all applied filters

D. Delete a Saved Filter

1. Go to the Entities section
2. Open the Select A Filter To Load dropdown to view available Saved Filters.
3. Select the Filter dropdown to reveal menu options

Click on Delete Filter next to Clear All Filters on the left side to permanently delete the filter