# Find, filter and export any list — Octyn Help

> Filter any Octyn list by period, outlet, search or the Advanced filter, then export just those rows as CSV, Excel or PDF.

Canonical: https://octynerp.com/help/filters-and-exports

# Find, filter and export any list

[Watch the video](https://www.youtube-nocookie.com/embed/OEzK7zER5GU?rel=0)

Filter any Octyn list by period, outlet, search or the Advanced filter, then export just those rows as CSV, Excel or PDF.

Video **3 min** Updated **14 October 2026** For **Every user** Tutorial **11 of 39**

## 01 The period and the quick filters

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

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

## 02 Search and narrow

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

1.  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.
2.  Use the list's own switches — for example **Show voided** on Expenses — to include or leave out rows.
3.  Choose **Clear** beside the search to go back to everything.

## 03 Advanced filter

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

1.  Choose **Advanced filter**, then **Add filter**.
2.  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.
3.  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.
4.  Rows are joined by **And** — every condition must hold. Switch it to **Or** for either one; **Add group** nests a set of conditions.
5.  The **Advanced filter** button shows how many conditions are on; **Clear** beside it removes them all.

## 04 Export exactly what you see

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

1.  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.
2.  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](https://app.octynerp.com/accounts/expenses).

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