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Filter Account Statements

To filter Account Statements, click the “Filter List” button. The Filter Panel will open...


Choose criteria to filter the list. Use as many of the criteria items as needed. Choose one or many criteria depending on how you would like to narrow your results.  Account Statements can be filtered specifically by account or date range.


After selecting the desired criteria, click the “Filter Statements” button and the list will display only the accounts that meet the selected criteria.


The Account Statements List can be filtered for a few different reasons. One is to narrow down the list by criteria to find specific records. Another is to give you a count of account statements based on your selected criteria.


As an example, if you wanted to know how many account statements you have for a specific account, you could select the account from the  “For Account” drop down list. Click the “Filter Statements” button. You will see the "Total Records” label above the list gives you a count of all statements for the account you selected. The list has also changed, and displays only statements for the account you selected.


Filters are persistent, meaning even after you go in to view and/or edit a record and come back to the main list, the filter you applied will still be active. You can reset the list by clicking the “Cancel Filter” button.