Understanding Filter Bases
When you create a new filter or work on an existing filter, those filters have a base filter. The filter base indicates which tables of data you can pull from for your filter conditions. For example, if you want a filter for all open accounts, you would select an 'All Accounts' filter base. Below you will find how to select a base filter when you create a new filter and how you can tell which base an existing filter is using.
How to select a base filter:
- Go to the Grid tab.
- Click 'Create New Filter'
- It will ask you to select a base filter. Select the base product that you will be filtering data. For example, if you need to pull in Mortgage Loan Number as a field on the filter, you need to select the base filter 'All Mortgage Loans'.