Video: Create and Edit Smart Filters

Use smart filters to create reports and triggers. They can be created on any table within Infoplus and are the foundation for Building Blocks.

A Smart Filter is a saved search within a table. Smart Filters are the foundation of Building Blocks in Infoplus. 

In this video, you'll learn how to create a Smart Filter, edit the search criteria, and manage the Smart Filter (make it a Favorite and edit the name and/or description).