---
title: "Filters"
slug: "filters"
updated: 2023-07-19T14:08:27Z
published: 2023-07-19T14:08:27Z
canonical: "docs.foundationhub.com/filters"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.foundationhub.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Filters

# Filters

Before you run the report, you can filter by Date, Status, Fund, or Fund Type.

**Date**

To filter by date, use the dropdown next to the Date Range.

![A screenshot of a computer  Description automatically generated](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/accessing-workflow-reports-v2-image-oxy5fxq2.png)

Then, you can use the preset date ranges or enter custom dates in the Date boxes:

![A screenshot of a report  Description automatically generated](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/accessing-workflow-reports-v2-image-49i2plok.png)

You can also either use free type or the calendar to enter a custom date.

![A screenshot of a calendar  Description automatically generated](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/accessing-workflow-reports-v2-image-k0qifgyf.png)

Depending on the Workflow, you can filter by “Date Type.” For this Report, the options are “Date Received” and “Deposit Date”:

![A screenshot of a computer  Description automatically generated](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/accessing-workflow-reports-v2-image-uijxg44o.png)

**Status**

You can also choose to filter by Status. This will allow you to select a combination of all Statuses available for the transaction.

![A screenshot of a computer screen  Description automatically generated](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/accessing-workflow-reports-v2-image-hm6djnbo.png)

Use the “Select All” or “Clear” buttons to reset your selections.

**Fund**

To create a Workflow Report for a specific Fund, use the search function to either search for the Fund name or Fund number.

![A screenshot of a computer  Description automatically generated](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/accessing-workflow-reports-v2-image-83lisv2x.png)

You may have to enter multiple characters to begin seeing results.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image(110).png)

Once your fund appears, click on it to filter the Workflow.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image(111).png)

Note that the default setting is to only return open funds, but you can check the “Show Closed” box to show both open and closed funds.

**Fund Type**

Use the dropdown to filter by Fund Type.

![A screenshot of a computer  Description automatically generated](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/accessing-workflow-reports-v2-image-00lxfwjz.png)

To select one Fund Type, use the “Clear” button and then search for the desired Fund Type. The search box will return all potential matches.

![A screenshot of a computer  Description automatically generated](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/accessing-workflow-reports-v2-image-s730zfk5.png)