First go to the form that has the data you would like to filter. This example uses the Evaluation History in the CollectorsMD database:

1. First click the Show all button to make sure you are viewing all the records.
   
2. On the top toolbar, select Advanced Filter / Sort.
   
3. If necessary, remove any previous filter by highting the column and deleting it. This can be done at any point to clear a filter. See screenshot 1.
   
4. In the first column lookup the field you would like to filter on. Screenshot 2 uses Type.
   
5. Enter the term to search on between quotation marks, i.e. 'Low estimate'.
   
6. If filtering on a date range then look at screenshot 3. The example will filter across all evaluation history records that have:
   
   • Type = 'Low estimate'
     
   • Dated range bigger than '01 February 2013' but smaller than '01 February 2015'.
     
   • You can use a wildcard (*) when looking up text, i.e. '*estimate*' would filter all 'estimate' whether 'low' or 'high'. Note: the wildcard (*) must be inside the quotation marks.
     
7. Once you have entered your criteria then click Apply Filter / Sort from the top toolbar.