# 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
**List in Metrics** The results number of the filter will appear in the dashboard “Key Index” in the Homepage”
**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
**Available in Mobile APP** Filter available in Mobile APP
**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.
**Select duration** It allows to set a customized or pre-estabilished time frame related to the field you’ve chosen in “Select"
**Starting/ Ending date** They are automatically set through the option “Select duration”, except for the personalized option
**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.