How to Save Commonly Used Filters in Dynamics NAV
Figure 2 - Date Filter Commands in Dynamics NAV Date Function Examples:
First Day of the Current Month
Last Day of the Current Month
First Day of the Previous Month
Last Day of the Previous Month
First Day of the Next Month
Last Day of the Next Month
Figure 3 - Save View As Window in Dynamics NAV In the Save View As window delete out the default name and type in what you would like to call this table with these set of filters:
Figure 4 – Rename Table Filter in Dynamics NAV Then select the Activity Group in which you want to save it. (Home will put it on your Home list of tables on the left side of your main NAV screen)
Figure 5 – Select Activity Group Click Save and select Yes to restart NAV.
Figure 6 – Restart Dynamics NAV Now when NAV opens you will see your new saved filter set on the Home page (or whichever Activity Group you selected).
Figure 7 – Activity Group Finally, if you want to change the order of your saved filter sets, right click anywhere in the Activity Group column and select Customize Navigation Pane:
Figure 8 – Customize Navigation Pane Then in the Customize Navigation Pane window, you can use the buttons to change the order of your saved filter sets. Once your order is set, click OK and select Yes to Restart NAV and you are done.
Figure 9 – Organizing Customization Navigation Pane You may also be interested in our guide to Dynamics NAV shortcut keys. For more blogs on getting the most out of Microsoft Dynamics NAV, be sure to visit our website and subscribe to our blog. If you would prefer to see (versus reading) how to complete a variety of tasks in Dynamics NAV, please visit our YouTube channel.
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