Filters for Principals

Leverage Filters to refine a list of Principals!

Set Filters

1. Within an Entity record, navigate to Principals
2. By default, the list of all Principals
3. Click on the Filter button at the top to view available options and select the desired detail:
   • Roles
   • Status
   • Start Date Range, End Date Range, Resolution Date Range
     For example, for a list of Active Directors only, select Roles to Director and Status to Active (see below)
4. Click Apply to view the updated list, as requested
5. To start over, click Clear all filters

Update the Order of Lists

1. To change the order of the results, click on Reorder to drag and drop the records as desired
2. Or use the Sort option to organize records by date or alphabetically, by clicking on the Name, Role, Effective Date, or End Date column titles to sort the list in ascending or descending order

Save and Manage Filters

1. Once a Filter has been created, it can be saved by clicking on + Save Filter, and entering a Filter Name
2. Click Save when done
3. The new Filter will then be available for quick access in the Select A Filter To Load dropdown to the left of the Filter button
4. To permanently delete a filter, select a Saved Filter, then click Filter to open the filter at the top of the screen and select Delete Filter