# 2.6.1 How to create a Filter
The following section explains how to create a customised filter starting from a list of accounts. This procedure can be applied to all the other modules.
**Configuration parameters:**
- columns content (filter fields displayed)
- any time interval in which the data were created or changed
- search operators including “and”, “or”, “contains”, “does not contain” etc.
To create a new filter, click on **NEW** from the cogwheel icon alongside the Filter.
[![How-to-create-a-Filter_1.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/How-to-create-a-Filter_1.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/How-to-create-a-Filter_1.png)
[![How-to-create-a-Filter_2.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/How-to-create-a-Filter_2.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/How-to-create-a-Filter_2.png)
From this screen you can create your customised list.
**Set as Default**
| If you want to apply the filter automatically every time you open the module
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**List in Metrics**
| The results number of the filter will appear in the dashboard “Key Index” in the Homepage”
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**Set as public**
| Option to make the filter public. It must be previously agreed by an admin user in order to be displayed and used by all the other users.
Note: remember that the filters, even if they are not public, are visible according the users roles (ex: the sales manager can see all the filters created by area manager/sellers
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**Available in Mobile APP**
| Filter available in Mobile APP
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**N.B.** The public filter must be approved in advance by an user with the right of Administrator so that it can be visualized and be used by all users.
**[![How-to-create-a-Filter_3.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/How-to-create-a-Filter_3.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/How-to-create-a-Filter_3.png)**
**Standard Filters**
**Select Column**
| Select a Date type field to make a time selection.
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**Select duration**
| It allows to set a customized or pre-estabilished time frame related to the field you’ve chosen in “Select"
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**Starting/ Ending date**
| They are automatically set through the option “Select duration”, except for the personalized option
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**Order initially for**
| It allows organize the data in ascending or discending order.
|
[![How-to-create-a-Filter_4.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/How-to-create-a-Filter_4.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/How-to-create-a-Filter_4.png)
In the Advanced Filters section you can define certain selection criteria that are not based on the timeline (all other fields: drop-down menu, free text, number, etc.).40
**Caution:** The “equals” and “contains” operators differ as follows:
**Equals:** performs a character by character check. The field value must be exactly the same as the term of comparison contained in the filter, including upper case and lower case letters.
**Contains:** this is a less restrictive check than “equals”, where the field value must contain the text string specified in the term of comparison.
**Example:**![](https://usermanual.vtenext.com/uploads/images/gallery/2019-07-Jul/scaled-840-0/image-1564567760122.png)In the Filters Based on Reports section you can extend the filter functions by means of a Report (for use of the Report module refer to section 12.1):
[![How-to-create-a-Filter_5.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/How-to-create-a-Filter_5.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/How-to-create-a-Filter_5.png)
By means of this setting you can link to the filter the conditions set and columns selected previously in the Report.