> ## Documentation Index
> Fetch the complete documentation index at: https://docs.custral.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Filters

> Narrow a View to exactly the records you want to see.

Filters control which records appear in a [View](/surfaces/views/overview). Instead of scrolling through everything, you describe the slice you care about ("Status is Active", "Owner is me", "Created this quarter") and the View shows only the matching records. Filters update live, so the View always reflects your current data.

## Simple filters

Most filtering is done from the filter pill bar at the top of a View. Click **Add filter**, choose a property, pick an operation, and enter a value:

<Steps>
  <Step title="Choose a property">
    Pick any property on the View's object: a status, a date, an owner, a number, and so on.
  </Step>

  <Step title="Pick an operation">
    The available operations depend on the property type. Text supports *contains* and *is*; numbers and dates support *greater than* / *less than*; select and status support *is* / *is not*; and any property supports *is empty* / *is not empty*.
  </Step>

  <Step title="Set a value">
    Enter or select the value to match against. The View updates immediately.
  </Step>
</Steps>

Add several filters and they combine. A record must match **all** of them to appear.

## Complex filters

When a simple pill bar isn't enough, the advanced filter builder lets you combine conditions with **AND** and **OR** and nest groups of conditions together. Use it for questions like "deals that are *open* **and** (*high value* **or** *closing this month*)". The advanced builder is available on Views that are anchored to an object.

## Filters vs. sorting and grouping

Filters decide **which** records show. To change the order, use **sorting**; to cluster records into buckets, use **grouping**. The three work together: for example, filter to active deals, group by stage, and sort each group by close date.

## Filters at different levels

* **View filters** apply to everyone who opens the View and are saved with it.
* **Component filters** narrow a single tile within a View without changing the View itself. See [Component Filters](/surfaces/components/filters).

## See also

<CardGroup cols={2}>
  <Card title="Views Overview" icon="eye" href="/surfaces/views/overview" />

  <Card title="Saved Views" icon="floppy-disk" href="/surfaces/views/saved" />

  <Card title="Component Filters" icon="filter" href="/surfaces/components/filters" />
</CardGroup>


## Related topics

- [Component Filters](/surfaces/components/filters.md)
- [Formula](/data/properties/complex/formula.md)
- [BI Best Practices](/bi/best-practices.md)
- [Smart lists](/data/collections/queue.md)
- [Action Buttons](/surfaces/views/action-buttons.md)