Tables throughout R365 can be filtered based on column values. When column filtering is enabled, filters can be applied directly in the headers of visible columns.
Column filtering is not supported for all tables.
Applied column filters are visible and editable through standard table level filters. Filter settings and column settings are saved as table views.
Security
All users are able to apply filters to tables that they have access to.
Enable Column Filtering
For All Supported Tables
Enabling column filtering in User Preferences turns it on globally. Any grid that supports column filtering has the filter fields available on every visit. They remain available after refreshing or navigating away.
Navigate to User Preferences.
Under Table Display, toggle Column Filters on.
Save preferences.
Column filter fields now appear on all supported grids across R365.
In the Current Session
This setting applies only to that table for the current session. It resets when the page refreshes or the user navigates away from the page..
Navigate to the desired table, and click the Menu button.
Turn on Column Filtering.
Apply a Filter to a Column
Follow these steps to apply a filter to a single column:
Click steps to expand for additional information and images.
1) Navigate to the desired table.
All tables with the new R365 table layout have a Menu button on the left side of the table controls.
2) Confirm that Column filtering is enabled.
When column filtering is enabled, filter search bars are displayed at the top of each column.
3) Confirm that the desired column is shown on the table.
Columns can be shown or hidden using the Columns controls above the table.
Hidden columns can still be filtered using standard table level filters.
4) For text columns, enter part or all of the desired text into the column’s filter search bar.
5) For date columns, click the column’s filter search bar, then select the desired date from the date picker.
6) For columns with set options, click the column’s filter search bar, then select the option from the dropdown.
Clear a Filter from a Column
Follow these steps to clear a filter from a single column:
Click steps to expand for additional information and images.
1) Navigate to the desired table.
All tables with the new R365 table layout have a Menu button on the left side of the table controls.
2) Confirm that Column filtering is enabled.
When column filtering is enabled, filter search bars are displayed at the top of each column.
3) If the desired column is shown in the table, click the desired column’s filter search bar, then click the X button.
Use standard table level filters to clear all filters, adjust multiple column filters at once, or remove filters from hidden columns.
FAQ
Can I filter on a column that isn't currently visible in the table?
Yes. The column being filtered doesn't need to be visible for the filter to apply. Learn more about adjusting table columns.
My table looks empty after applying filters — is something broken?
No. When applied filters return no results, the table shows a message instead of blank rows — that's expected behavior. Clear or adjust your filters to see results again. Learn more about Working With Smart Grids.
Do filters I apply in a column header show up anywhere else?
Yes. Filters applied directly in a column header also appear in the table's Filter menu, where you can view or edit them. Learn more about column filtering.
I turned on column filtering from the grid menu, but the filter fields disappeared when I came back. What happened?
Column filtering enabled from the ⋮ (More Options) menu applies only to that table for the current session. It resets when you refresh the page or navigate away. To keep column filters available on every visit, enable Column Filters in User Preferences under Table Display instead.
What's the difference between enabling column filtering in User Preferences vs. from the grid menu?
Enabling column filtering in User Preferences turns it on permanently for all supported tables across R365. Enabling it from the ⋮ menu turns it on for the current session only on that table — it resets when you navigate away or refresh the page.