The Importance of Filters in Sky

Filters in Sky are a game changer because they let you narrow information down in a very powerful, layered way instead of searching through full client or document lists manually.

Here's why they matter:

• Successive filtering: Sky lets you build a filter on top of another filter without a limit. For example, you can first filter by Partner, and then filter again by February year ends within that Partner's clients. The docs specifically call this "successive" filtering and say it can be added "in an unlimited fashion."
• Faster client selection: When you select a filter, the client list refreshes to show only the records that match, which makes finding the right client much quicker. The docs describe this as "extremely powerful."
• Works across the software: The documentation says filters work throughout the software, not just in one screen.
• Combines with other criteria: You can use filters together with partner, manager, company/individual, and other parameters to drill down to exactly what you want.
• Better control over large datasets: The docs show that filters reduce the found set, so you only work with the records you need instead of the full table.
• Useful for reports and document management too: Filters are also used on documents, with options like client name, document type, date, and signature status, helping users track and control records more efficiently.

In short: Sky filters are a game changer because they turn huge lists into targeted, manageable views very quickly, and they can be stacked repeatedly to drill down to the exact subset you need.