Exclude reports from SmartFilters

Exclude reports from SmartFilters

TOTAL's SmartFilters allow you to exclude reports prior to a certain date. Follow the instructions below to enable this option and specify a date:

1. From the Appraisal Desktop or while you're in a report, click Tools on the upper left and select Configure Settings.

   

2. Click the General category on the left.

   

3. At the bottom of the General Settings, check the box beside Exclude reports from SmartFilters…

   

4. Once you've enabled the option, manually enter a date or click the calendar icon to select a date to exclude reports if the bill paid date or invoice date is prior to the date you specified.

   

5. When you’re finished, click Save & Close on the lower right.