Find, filter and export any list

01 The period and the quick filters

Most lists open on the current month. Start by narrowing the dates and the outlet.

Open a list — for example Accounts → Expenses or Lubricants & retail → Sales.
Choose the Period to change the date range.Pick two dates on the calendar; the list reloads for that range.
Where a screen has an Outlet selector, choose one outlet or all of them.

Every list has a search box, and many have switches for what to include.

Type in the search box — a payee, a customer, an invoice number, a product.The list narrows as you type, and the count beside the list title shows how many rows match.
Use the list's own switches — for example Show voided on Expenses — to include or leave out rows.
Choose Clear beside the search to go back to everything.

For what a search cannot say — "Repairs or Maintenance, over ₹1,000" — combine conditions.

Choose Advanced filter, then Add filter.
Pick what to filter on (for example Category), then the condition (is any of), then tick the values.After each choice the next list opens by itself — pick from it straight away.
Choose Add filter again for another condition, for example Amount is greater than 1000.Press Enter, or click elsewhere, to apply a typed value. Escape while typing undoes what you typed.
Rows are joined by And — every condition must hold. Switch it to Or for either one; Add group nests a set of conditions.
The Advanced filter button shows how many conditions are on; Clear beside it removes them all.

An export is the rows on screen — after the period, search and filters — not the whole table.

Choose Export CSV for a spreadsheet-ready file, Export Excel for a formatted workbook, or Export PDF to share or print.The file names the filters that were on, so the reader knows what it covers.
Ledgers with a running balance — an OMC account, a customer statement — export whole, because a filtered balance would be wrong.

Done. Any list, narrowed to what you need and exported as it stands. Open it in OCTYN.