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joannep
Level 3
May 1, 2021 3:45 PM UTC
Question

Filters

I created a filter for clients who had filled their tax return prior to the fix for unemployment benefits.  Now I cannot open that filter to see who is in it.  Can anyone help?

This topic has been closed for replies.

2 replies

George4Tacks
George4Tacks
Level 15
May 1, 2021 6:59 PM UTC

Add Processing date to the display (Settings > options > Display >...)

Then use Filter > Modify Filter > Add > I named mine UI> OK > Groups > I named mine UI is YES > OK > on the right Add > Income: Unemployment: is at least: 1 (see image) > OK > OK > OK

You should now see that filter in the lower left, click it to see who has UI. You could also add a filter to include the Processing Date, but I don't know if I would trust it. 

Answers are easy. Questions are hard!
joannepAuthor
Level 3
May 2, 2021 4:50 PM UTC

Thank yoy

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