This article explains how to use the filter function in Next Project to narrow down data within different modules. It covers how to create, apply, and remove filters, as well as how to save frequently used filters as favorites and update existing saved filters.

Make a filter

The filter function lets you narrow down the data in your database — for example, a specific type of project in the Project Overview module, or invoices that haven't been sent in the Invoice module. Follow the steps below to get started:

1. Go to the module you want to work in and click the filter button (it looks like a funnel). In the example below, we're in the Project Overview with the 00-project selected at the top and the Show underlying data button clicked to display all projects underneath it.

   When you click the filter button, a green field lights up under each column header.

   

   Projektöversikt tab showing project list with filter and column header options.

2. Click in the green field under the column header you want to filter, type your search term, then click the filter button again to apply your selection.

   You can set multiple selection parameters — within the same column, or across several columns at the same time.

   You can also choose how each selection is applied. For example, you can filter for values that are exact, similar, not equal to, or within a range.

   In the example below, we've filtered for all projects with a compensation form of Running account and a project status that is not equal to Admin, Bid, or Completed.

   

   Project list view showing an active filter dropdown on the Ersättningsform column.

Remove a filter

If you want to reset or remove part of your filtering, you have two options: click the X on a specific field to remove just that filter, or click the filter button again to clear all of your selections at once.

Project list view — note active column filters on Projektstatus and Ersättningsform.

Create favorite filters

If you use the filter function regularly in Next Project, you can save your filters as favorites to speed up your work. Here's how:

1. Start by setting up the filter you'd like to save as a favorite.

   In the example below, we're in the Project Overview with the following selections: Compensation form equal to Running account, and Project status not equal to Admin, Bid, or Completed.

2. Click the star button at the far right above the column rows, then select New filter.

   

   Project overview list with active filters and the 'Nytt filter' option highlighted.

3. Enter a name for your filter and click OK.

   

   Dialog for creating a new filter; user enters a filter name before confirming.

4. Your favorite filter is now saved! You can access it at any time by clicking the star button.

   

   Filter dropdown showing a currently active/checked filter option highlighted.

Update an existing favorite filter

Need to tweak a saved favorite filter? You can update it with new selections whenever you need to. Here's how:

1. Make sure your favorite filter is active — it should appear checked in the favorite filters drop-down menu.
2. Adjust your filtering by adding or removing selection parameters.

3. Click the star button, then select Save to update the filter with your new selections.

   

   Filter dropdown menu — note the highlighted 'Spara' (Save) option.