EWBills provides two powerful filtering tools—QuickFilter and Saved Queries—to help you quickly narrow down records and work more efficiently. These tools are available across many screens in the system, including the Pre-Bill List, Billing Worksheet, and Labor Entry.
QuickFilter is a fast, on-the-fly filtering tool designed for temporary, ad-hoc searches.
Click the QuickFilter button (usually found at the top of list-based screens or on a right click of the list).
In the popup:
Select the column (field) you want to search.
Choose a condition (e.g., is equal to, contains, starts with, is greater than, etc.).
Enter the value you're looking for.
Click Apply to filter the list.
You can build more complex filters by applying QuickFilter multiple times:
After entering a second condition, you’ll be prompted to:
And Join – Both conditions must be true.
Or Join – Either condition can be true.
Do Not Join – Start over with a new, unconnected filter.
This allows for flexible and detailed filtering without needing to save or reuse the filter later.
Click Reset at any time to clear all active QuickFilters and return to the full list view.
Saved Queries offer a more advanced and reusable way to filter records. They're ideal when you frequently use the same filter criteria and want to avoid recreating them every time.
Click the Query button at the top of the screen.
Click New to start a new query.
Choose the field, evaluator (e.g., equals, contains), and value.
Use the And, Or, and ( ) buttons to build more complex logic.
Click Finish to name and save the query for future use.
Click Query and select a previously saved query from the list.
Click Apply to instantly filter the data using the saved conditions.
Just like QuickFilter, clicking Reset will clear any applied saved query and restore the default list view.
| Tool | Best For | Can Be Saved | Supports Layered Logic |
|---|---|---|---|
| QuickFilter | Quick, temporary searches | No | Yes |
| Saved Queries | Repetitive or complex filtering needs | Yes | Yes |