Ad-Hoc Filtering

 underneath it. This will bring up a filter wizard, which pulls your available fields.

In my case, I want to filter my accounts to exclude prospect in my results.

Click Save once you have your filter set up for your query.

My filter was a success; the search returned everything in the accounts data sets except the prospects.

Remember, this is the method you want to use for temporary filters. For filters you plan to use regularly, they will serve you best as part of the data set itself.

Related Posts