In Breeze, the list screens allow you to save filter settings and reuse them later. A list screen is a list of items, for example, a list of owners or a list of charges. From the list screen you can select an item to open a specific record; for example, from the Owners screen you can click an owner's name to open the owner record.
The Owner list screen is shown below.
To save filter settings on a list screen
Open the screen, for example, the list of charges, available at Accounting > Accounts Receivable > Charges.
Click the Filters button in the top right.
Enter the filter settings you want to save. In this example, we selected a property and a charge code.
Click the Save button at the top of the screen. Another screen appears.
Enter a name for the filter and click OK.
To use a saved filter on a list screen
Open the list screen and click the Filter button.
If there are any saved filters, there will be an additional button at the top for Saved Filters.
Click the Saved Filters button.
A screen appears where you can select one of the saved filters.
After selecting a saved filter, the filter reappears with the saved settings.
Click Apply. The list screen shows the matching results.