Optimize data discovery and streamline reporting by applying specific criteria to refine the All Entities list.
Overview
Filters allow for the isolation of specific data sets based on criteria such as Status, Jurisdiction, Formation Dates, and more. Users can create temporary views or save frequently used criteria for quick access across the Platform.
Availability: All customers.
Create and Save a Filter
Navigate to the Entities section from the main navigation menu
Click the Filter dropdown at the top-center of the screen to open the filtering options
Set the desired filter criteria from the available options:
Status, Custom Entity Status
Type, Sub Type, Custom Sub Type
Registration Type
Jurisdiction, Jurisdiction Region
Responsible Office
Company Group
Last Modified
Formation
Fiscal Year End
Expiry
Bring Forward
Responsible Professional
Access Group(s)
Tags
Any Custom Fields (if set to Filterable)
Click Apply to refresh the Entity list
Review the search results to confirm the accuracy of the applied criteria
Click Filter again and select the + Save Filter button on the right
Type a name for the new filter in the modal
Click Save to finalize
Search Using Saved Filters
Click the Select a filter to load dropdown menu in the top-center area
Choose a Saved Filter from the list to apply the criteria automatically
Clear Applied Filters
Option 1
Click the X to the right of the Filter button to remove the criteria from the current view
Option 2
Click the Filter dropdown to expand the options
Click Clear all filters at the bottom left of the menu
Delete a Saved Filter
Open the Select a filter to load dropdown menu
Select the specific Saved Filter to be removed
Click the Filter dropdown to reveal the menu options
Click Delete Filter next to Clear All Filters on the left side to permanently remove the record