Requests Filters

Filters in the Requests module allow you to easily find the requests that you're looking for, so that you can track or update the status, add or edit details, etc. 

Under the Filters on the lefthand sidebar are options to filter by Vendor, Requester, Budget (Grant ID, Project, Fund, or Account), and Type. 


Additionally, users can filter by Status by selecting one or more status from the All Requests dropdown.




Read below to learn how to filter by Vendor, Requester, Budget, and Type!

1. In the Requests module, select the Filters you want to set on the left sidebar. 


2. Click the filter to view a list of all values. If there are many options, type the first few characters into the search box to find the desired value faster. 


3. Select as many filters as you like by checking the boxes. The filters will activate automatically. 


4. To quickly turn off your active filters, click on Clear all. (Or you can click on the X next to each filter option to remove individual filters.)



Next Up: Learn how to update the status of multiple requests at once


More questions? Contact us

Have more questions? Submit a request