Quick tips for Saving your Filters in Microsoft Dynamics NAV 2017

Saving your filters on the NAV Navigation Pane is easy with the “Save View As” function in Microsoft Dynamics NAV 2013 to NAV 2017.

In this example, we will be using the Item List page as shown on the image below. As you can see the Item on the Item List Page shows all the items and has not been filtered. In Microsoft Dynamics NAV 2017 you can save the filters that you made on the List Page on the Navigation Pane.

First we need to filter the Item List page. To do this click on the Expand and Collapse button to show the Advance Filters and select the field you want to filter on. In the example below we will use the Item Category Code to filter as CHAIR.

For more filtering tips and knowledge please visit a previous EBS blog on Filtering in Dynamics NAV here

Second we will save the filters that we did on the first process by clicking on the Items and selecting the Save View As.  This will show the Save View As Window. On this window, we can assign the name of the list and the Activity Group where it will be saved on the navigation pane.

After assigning click on the OK button, a confirmation message will appear and your NAV will refresh on this process.

After saving you will now notice that there is a new list on the navigation pane as shown on the image below Before and After. The Items list on the Navigation Pane now has a sub list “Items – CHAIR” and when you click on the Items – CHAIR it will automatically show you the list of Items that is filtered by Item Category Code by CHAIR.

This will save you time by not repeatedly filtering the Item Category Code every time you open the Item List Page.

The Save View As function is not only limited to the Items List Page, you can also try this out on the other list pages such as the Vendor list and Customer List. This will also work on the Purchase Order List and Sales Order List.

The “Save View As” function in Microsoft Dynamics NAV is simple but very useful for everyday tasks.

For more information about Microsoft Dynamics NAV please call Paul Woods at EBS for an obligation free discussion on 1300 303 973.

This blog was written by Jayser Santos, Technical Specialist at EBS.

If you have out-dated business software that’s limited in its reporting and analytical capabilities – then you should to talk to EBS about a powerful business management software solution – Microsoft Dynamics NAV. To find out more about our suite of Microsoft business management software solutions, please call Paul Woods at EBS for an obligation free discussion on 1300 303 973.

Microsoft Dynamics NAV is global enterprise resource planning (ERP) software that helps more than 100,000 companies worldwide manage their accounting and finances, supply chain, and operations. Start with what you need now, and easily adapt as your business needs change. In the Microsoft cloud or on your servers—the choice is yours.

Evolution Business Systems (EBS) is a Microsoft Gold ERP Partner and business management software specialist that equips its clients with software designed to achieve their business goals. EBS offers small to medium sized businesses a complete, fully featured, whole of business solution to meet their needs with Microsoft Dynamics NAV, O365, Power BI, Dynamics CRM and Microsoft Dynamics 365. It’s available for deployment on Microsoft’s own Cloud servers – Azure – and packaged at an affordable monthly subscription price. EBS works alongside its clients to understand their business and vision, and offer solutions to support these both now and into the future.

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