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How to Filter

Learn how to filter the Users list

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Written by Practice Exchange Support
Updated over 2 years ago

The Users list can be filtered to show only those in the list who meet chosen criteria.

For example, in the event that a column is added but there is no data being shown for certain users, the list can be filtered to see only users with data available for that data point by filtering the list.

In order to filter the list by a data point, that data point must be shown in the current list view, meaning that particular column should have already been added and must be checked. It is not possible to filter by a data point that is not a chosen column in the Users list you are currently viewing.

Click here for steps on "How to Add Columns".

Some data points can't be filtered and can only be searched or sorted. These data points are name, email, CSSID, branch, and affiliation.

To filter, click the inverted triangle icon, which is seen to the right of the column icon.

You will see a pop-up labeled “Filter” appear. Within that popup, find the data point you’d like to filter the list by and choose the parameters of the filter.

For example, if you’re looking to filter the list by those with Firm Length of Service of over 10 years, you’d input 10 as the minimum and perhaps 50 (or a higher number) as the maximum.

The filter will automatically be applied. Then, click “Close” to view the filtered list.

You will notice a filter has been added to the top-left corner of the list. To remove the filter, click on the "x". To edit the filter, click the Filter icon and edit the parameters.

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