The Filters feature in the Guidance Research module allows users to narrow down their search and quickly locate specific documents based on customized criteria.
Benefits of Using Filters:
Targeted Results: Quickly find documents that match specific criteria without scrolling through the entire list.
Customization: Apply multiple filters with precise logic to refine your search.
Efficiency: Save time by locating the most relevant documents in seconds.
Follow the steps below to efficiently use the filters:
Steps to Use Filters in Guidance Research
Access the Guidance Tab:
Navigate to the Public Documents module using the left-hand navigation panel.
Switch to the Guidance tab at the top of the interface to access the Guidance Research repository.
Locate the Filter Option:
Click on the Filter button at the top of the document list. This will open a filter menu for you to add your criteria.
Select a Filter Criterion: In the filter dropdown, choose a field to filter by.
Available filter criteria include:Document: Filter by document names.
Topic: Search based on broader topics like "Leases" or "Fair Value Measurement."
Sub Topic: Narrow the search further by specific subtopics.
Issued By: Filter based on issuing organizations like KPMG, PWC, EY, etc.
Issued Date: Find documents by their publication date.
Standard: Refine results based on applicable standards such as ASC 842 or ASC 820-10.
Add Multiple Filters:
To apply multiple filters simultaneously:
Click + Add New Filter to add another filter condition.
Use the AND/OR logic to combine filters.
Enter Values and Apply:
After selecting the field and condition (e.g., "contains"), enter a specific value (like a topic name or issued date).
Click Apply Filter to display the narrowed list of documents.
Viewing Filtered Results: Once filters are applied in the Guidance Research module, the document repository dynamically updates to display only the documents that match your selected criteria. This ensures a refined and focused search experience.
Remove Filters: Once filters have been applied to refine your document list, you can remove the filter.
After applying filters, a blue tag indicating the number of active filters will appear next to the Filter button at the top of the document list.
Click the "X" Icon: Next to the Filter button, you'll see a cross (
X) icon. Clicking this will remove all applied filters and reset the document list to display all available records.