How_do_I_add_a_filter_

How do I add a filter?

Create a new filter to search for report definitions in Connect.

Adding a filter

1. Open the Connect report.

2. Click Filters.

 

 

The Manage Filters form displays.

 

 

3. Click Add a New Filter.

4. Click to select the field titled Filter Name.

5. Enter the filter name.

You can use any name as a filter name as long as you only use it once to name a filter in Caselle applications.

 

 

6. Find the section titled Report Definitions.

7. Click to select the checkbox next to the reports you want to view when you select the filter.

 

 

8. Click OK.

The new filter is set up and saved.

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • How do I add report definitions to an existing filter?

      You can assign a filter when you set up a report definition or your working with an existing report definition, or you can make changes to an existing filter by selecting existing reports to add to it. Adding a report definition to an existing filter ...
    • What is a filter?

      A filter is a search tool for sorting reports. The Filter menu is located next to the field where you select a report definition. When you set up a filter, you can select which report definitions will display in the Definition menu. Connect will only ...
    • How do I filter or sort real properties?

      Issue I'm working in Modify Existing Real Properties. I want to filter real properties, like I can filter real properties in inquiry. How do I do that? Explanation Filtering real properties allows you to select and refine the data to make it easier ...
    • How do I filter by receipt number? (2025.08)

      When you run Checkout or Recalculate, you can filter receipts using a receipt number a receipt date range the Selection criteria The examples in this help topic show the Checkout view. The Receipt numbers, Receipt number range, and updates to the ...
    • How do I filter personal property tax statements by account balance?

      Set up the Personal Property Tax Statements to print statements based on the account balance, current tax period balance, or prior tax period balance. Filter Personal Property Tax Statements by Account Balance to generate statements only for accounts ...