The Filter Builder enables you to create custom filters according to certain conditions that you have chosen.

To create a filter, choose the Filter button shown here,  located at the bottom left of the WorkCenter Reports window and also located at the bottom of the Contacts List window.

For demonstration purposes we will be creating a custom report for all loans that have Interest Rates above 6% .

Follow the directions below to create this custom filter. Also See Creating Custom Reports.

After choosing the filter button the Filter Builder window will appear, click on

Step 1. Click on the default Active (shown below in Green) to get the filter drop-down list. Choose InterestRate.

Step 2. Click on the default equals (shown below in Maroon) and choose is greater than from the filter drop-down list.

Step 3. Click on the default <Empty> text box (shown below in Blue) and type in the number 6.

Step 4. If you wish to save this filter and add it to Reports for future use, click on Save As... and give it a name, suggestion; "Loans in excess of 6%" then click Save.

Step 5. Now click the Apply button.

Your WorkCenter Reports view now shows only those loans that are greater than 6% and to the left under Reports is the new sub group you created under Loans.