Skip to main content

Filtering

DocType Sheet Filters​

For DocType sheets, filters are applied server-side — only matching records are fetched from Frappe.

Opening the Filter Builder​

Click Data → Filter or press Ctrl+Shift+F.

The filter builder dialog lets you add multiple filter conditions:

  1. Choose a field (any DocType field)
  2. Choose an operator: equals, not equals, contains, starts with, ends with, greater than, less than, between, is empty, is not empty, in, not in
  3. Enter a value
  4. Click Add Filter

Add multiple filters — all conditions are combined with AND.

Clearing Filters​

Click Data → Clear Filters to remove all active filters and reload all records.

Active Filter Indicator​

When filters are active, the Data tab shows a badge count (e.g., "Filter ●2") indicating how many filters are applied.

Column Header Quick Filter​

Right-click any column header → Filter by this value → type or select a value. This adds a quick equals filter for the column.

Report Sheet Filters​

Report sheets use their own filter bar (see Report Sheets). You cannot use the DocType filter builder on a report sheet.

Filter Persistence​

Active filters are saved in user settings per DocType. They persist across sessions. When you restore a workbook, the same filters are applied.

The search bar at the top of the sheet (Ctrl+F) performs a client-side search on the currently loaded data — it does not re-query Frappe. Use filters for server-side filtering of large datasets.