Using Filter Options
The Filter Options section of the tool ribbon lets you quickly select and deselect pre-defined filters. One of the Pre-defined filters lets you quickly filter your data view by user or team (Me, [team 1], [team 2], etc.). This 'team' filter lies within the Filter section of the ribbon. The remainder of the pre-defined filters let you toggle on and off the data in the display pane with a simple click. Those pre-defined filters lie within the Filter Options section of the ribbon; they are as follows:
- Include Timekeepers
- Include Creators
- Include Owners
- Include Billed Entries
Note
The pre-defined filters also function in the My Time area.
To use the Filter Options:
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Select My Time or My Expenses from the My Transactions window.
- In the Filter or Filter Options section of the tool ribbon at the top of the window, click on the filter you want to use.
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Repeat step 2 for each Filter Option you want to turn on or off.
Note that the 'team' filter is not an on/off toggle. It lets you select only one of the available filter options.
The display pane changes, based on your actions.
