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Edit Filter Dialog
When you create a new view, copy a view, or modify a view, you can click the Filter button to filter the data displayed in a view. Filters separate information so that only the files with specific properties that you identify are displayed in a view. For example, you can set the filter to show only files under the person in charge of the project.
Filters separate information so that only the files with specific properties that you identify are displayed in a view. For example, you can set the filter to show only files with the tax entity of Corporation.
Filter | Choices |
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Compressed |
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Progress | The progress of the file (0 to 100 percent) |
Due | The date the completed file is due. |
Tax Jurisdiction |
The selection made in the Tax Jurisdiction field in the Engagement Properties dialog of Working Papers is used for filtering this information.
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Tax Entity |
The selection made in the Tax Entity field in the Engagement Properties dialog of Working Papers is used for filtering this information.
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Cleaned Up |
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Note: The progress and due fields can be used to filter your data, but modifying these fields is only available through COM (component object model).
To better manage your files that are locked down or pending lockdown, use the filters in this tab to focus your view.
Filter | Choices |
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Lock Down Status |
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Lock Down Type |
The selection made in the Type field when locking down a file is used for filtering this information. Choose the type of company
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Lockdown Date |
The second of the two date values entered in the Lockdown wizard is used for filtering this information. Note that the name of this date field in the Lockdown wizard may change, depending on which jurisdiction you select.
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Report Date |
The date selected in the Report Release Date or Auditor’s Report Date field in the Lockdown wizard is used for filtering this information.
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Use these options to filter SmartSync files so that you can queue them to be synced in an efficient manner. For example, if you have 2000 files listed in the Engagements pane and you worked on only 5 of the files, it can become difficult to quickly identify which files you need to queue. These filter options help to filter the files in the Engagements pane.
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SmartSync
Enables you to view SmartSync files.
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Local Copy
Enables you to view which files are on your local machine.
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Top Level Parent
Enables you to filter the documents that are in the top level parent position of the SmartSync hierarchy.
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Local Child Path
Enables you to view specific local children. For example, you can filter for all local children in a specific directory rather than seeing all local children on your machine.
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Local Child Last Accessed
This option enables you to filter the files by the last access date.
Note: Some options may only be accessible if SmartSync is enabled.
To enter specific strings, you can type the filter strings in the Advanced tab.
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General Filter
This box displays the string values based on the selections made in the General tab.
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Advanced Filter
If the filter options available in the General or Lockdown tabs are not sufficient to display the information you need, you can type specific strings in this box to filter data.
Example of how the Advanced filter can be used:
The following table shows examples of the strings that can be entered to show only the files that you want to see in a view.
To see only files with the following parameters: | Type the following: |
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December 31 year ends in 2005 | periodendy='2005' |
year ends April to June 2006 | periodend>=dmy(1,4,2006) & periodend<=dmy(30,6,2006) |
All files created after 2013-10-01 00.00.00 | created>='20131001000000' |