---
title: Using Filters in Counta
description: The Filters feature in Accountability is a powerful tool designed to streamline data searches and enhance usability. By enabling users to narrow down information effectively, filters improve workflow efficiency and save time. Additionally, filters are sticky, meaning your applied settings will persist, providing seamless access and consistency across sessions.
---

[Skip to content](https://knowledgebase.counta.com/knowledge/using-filters-in-counta#main-content)

English

Show submenu for translations

![Counta\_logo\_fullcolor](https://knowledgebase.counta.com/hubfs/Counta_logo_fullcolor.svg)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Counta Help Center](https://knowledgebase.counta.com/knowledge?hsLang=en)
2. [Navigation and General](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en)

November 13, 2026

# Using Filters in Counta

## The Filters feature in Counta is a powerful tool designed to streamline data searches and enhance usability.

### **Step by Step Guide:**

**1. Locate the Filter Drop-Down**:

- On the **top-left corner** of the screen, find the **Filter** drop-down menu.

![](https://colony-recorder.s3.amazonaws.com/files/2024-12-23/7b13aa6f-010d-4337-9f62-dc08befd7302/user_cropped_screenshot_b9905a6352324c62a712e7ae249f69e8_text_export.jpeg)

2\. **Access Filtering Options**:

- Click on the filter drop-down to open a menu of **key components** specific to the page.
- Use the available options to refine your search. 
    - **Example**: On the **Search Jobs** page, you can filter by fields such as: 
          - Job No
          - Client
          - Description
- These filter options are **dynamic**, changing depending on the page you are currently on.

![](https://colony-recorder.s3.amazonaws.com/files/2024-12-23/86e3736c-a5f4-4864-b4cf-9b5cba004795/user_cropped_screenshot_d4c1eeb852f84bb593bd7ed2945683f5_text_export.jpeg)

3\. **Apply and Retain Filters**:

- Select your desired filtering criteria and apply the filter.
- Your selection will remain active (sticky), ensuring consistency the next time you return to the page or system.

![](https://colony-recorder.s3.amazonaws.com/files/2024-12-23/92c0c8b5-57bc-4fbc-94ad-1febf68b9991/user_cropped_screenshot_d790039e5cb942a9a41def75ce27dc7a_text_export.jpeg)

Tip: Key Benefits of Filters

- **Efficiency**: Quickly find the data you need without scrolling through large datasets.
- **Dynamic Options**: Filter criteria are tailored to the specific page, ensuring relevance.
- **Ease of Use**: Sticky filters eliminate the need to reapply your preferences, saving time.

With the **Filters** feature, you can navigate Counta's system with precision and ease. For further questions or assistance, refer to the in-product help or contact your support team.

[Download the Step by Step Guide](https://knowledgebase.counta.com/hubfs/UsingFiltersinAccountability_PDF_2025-01-02162046.361515.pdf?hsLang=en)

- [Product Updates](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en#main-content)

    - [Live](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en#live)
- [Tutorial Video Library](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#main-content)

    - [General Navigation](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#general-navigation)
    - [Time and Task](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#time-and-task)
    - [Job Management - Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#job-management-basics)
    - [Estimate Management - Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#estimate-management-basics)
    - [Reporting](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#reporting)
    - [Manage](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#manage)
- [Mobile App](https://knowledgebase.counta.com/knowledge/mobile-app?hsLang=en#main-content)

    - [What's New](https://knowledgebase.counta.com/knowledge/mobile-app?hsLang=en#whats-new)
    - [Setup and Configuration](https://knowledgebase.counta.com/knowledge/mobile-app?hsLang=en#setup-and-configuration)
- [FAQs](https://knowledgebase.counta.com/knowledge/faqs?hsLang=en)
- [Navigation and General](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#main-content)

    - [Tips & Tricks](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#tips-tricks)
    - [Customization](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#customization)
    - [Setup](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#setup)
    - [Support](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#support)
    - [My Dashboard](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#my-dashboard)
    - [My Messages](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#my-messages)
    - [Security](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#security)
- [Time and Tasks](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#main-content)

    - [My Time](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#my-time)
    - [Timesheet Proxy](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#timesheet-proxy)
    - [Time Reports](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#time-reports)
    - [Time Posting](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#time-posting)
    - [Tasks](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#tasks)
- [Manage](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#main-content)

    - [Leave](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#leave)
    - [Employee Expense Summary](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#employee-expense-summary)
    - [Expense Claims](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#expense-claims)
    - [Credit Cards](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#credit-cards)
    - [Inventories](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#inventories)
- [Approve](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#main-content)

    - [Supplier Invoices](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#supplier-invoices)
    - [Expense Claims](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#expense-claims)
    - [Credit Cards](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#credit-cards)
    - [Purchase Orders](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#purchase-orders)
    - [Client Job Invoices](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#client-job-invoices)
    - [Weekly Timesheet](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#weekly-timesheet)
    - [Journals](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#journals)
    - [Leave](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#leave)
- [Jobs](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#main-content)

    - [Jobs](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#jobs)
    - [Estimates](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#estimates)
    - [Revenue Tracker](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#revenue-tracker)
    - [Resource Tracker](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#resource-tracker)
    - [Purchase Orders](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#purchase-orders)
    - [Internal Charges](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#internal-charges)
    - [Job Cost Transfers](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#job-cost-transfers)
    - [Files](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#files)
    - [Job Reports](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#job-reports)
    - [Job Summaries](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#job-summaries)
    - [Campaigns](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#campaigns)
- [Media](https://knowledgebase.counta.com/knowledge/media?hsLang=en#main-content)

    - [Media Accounting](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-accounting)
    - [Media Summaries](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-summaries)
    - [Media WIP Take Up](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-wip-take-up)
    - [Media Reports](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-reports)
    - [Media Setup](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-setup)
    - [Media Insertion Orders](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-insertion-orders)
    - [Media Estimates](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-estimates)
- [Accounting](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#main-content)

    - [General Ledger Accounts](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#general-ledger-accounts)
    - [Receivables](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#receivables)
    - [Payables](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#payables)
    - [Revenue Tool](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#revenue-tool)
    - [General Ledger](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#general-ledger)
    - [Budgets](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#budgets)
    - [Prepayments](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#prepayments)
- [Master Files](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#main-content)

    - [Prospects](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#prospects)
    - [Clients](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#clients)
    - [Employees](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#employees)
    - [Task Types](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#task-types)
    - [Suppliers](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#suppliers)
    - [Contacts](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#contacts)
    - [Update](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#update)
- [Setup Files](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#main-content)

    - [Report Setup](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#report-setup)
    - [Set Up Options](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#set-up-options)
    - [User Access Groups](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#user-access-groups)
    - [Currencies](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#currencies)
    - [Tax Codes](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#tax-codes)
    - [Withholding Tax Codes](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#withholding-tax-codes)
    - [Bank Feed](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#bank-feed)
    - [Custom Codes](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#custom-codes)
    - [Approval & Posting Settings](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#approval-posting-settings)
    - [Custom Data](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#custom-data)
    - [Office](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#office)
    - [Company Settings](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#company-settings)
- [Setup Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#main-content)

    - [Accounting Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#accounting-options)
    - [General Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#general-options)
    - [Report Setup](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#report-setup)
    - [Other Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#other-options)
    - [Timesheet Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#timesheet-options)
    - [Currencies](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#currencies)
- [General Ledger](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#main-content)

    - [Journals](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#journals)
    - [General Ledger Accounts](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#general-ledger-accounts)
    - [General Ledger Reports](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#general-ledger-reports)
    - [Bank Reconciliation](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#bank-reconciliation)
    - [WIP Take Ups](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#wip-take-ups)
    - [Retainers](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#retainers)
    - [FX Revaluations](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#fx-revaluations)
    - [Fixed Assets](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#fixed-assets)
    - [General Ledger Setup & Postings](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#general-ledger-setup-postings)
    - [Posting Options](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#posting-options)
- [Revenue Recognition and Tools](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#main-content)

    - [Accrued Revenue](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#accrued-revenue)
    - [Deferred Revenue](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#deferred-revenue)
    - [Revenue Recognition](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#revenue-recognition)
- [Receivables](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#main-content)

    - [Production Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#production-invoices)
    - [Receipts](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#receipts)
    - [Sundry Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#sundry-invoices)
    - [Reports](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#reports)
    - [Other](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#other)
    - [Client Summary Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#client-summary-invoices)
    - [Client Job Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#client-job-invoices)
    - [E-Invoicing](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#e-invoicing)
- [Payables](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#main-content)

    - [Supplier Invoices](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#supplier-invoices)
    - [Payments](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#payments)
    - [Reports](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#reports)
    - [Incoming Supplier Invoices](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#incoming-supplier-invoices)
    - [Talent](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#talent)
- [Budgets & Forecasts](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#main-content)

    - [Expense Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#expense-budgets)
    - [Payroll Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#payroll-budgets)
    - [Revenue Tracker](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#revenue-tracker)
    - [Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#budgets)
    - [Cashflow Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#cashflow-budgets)
    - [Budget Setup](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#budget-setup)
    - [Budget Reports](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#budget-reports)
- [Training Packet](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#main-content)

    - [Admin](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#admin)
    - [MDM](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#mdm)
    - [Time Management](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#time-management)
    - [Expense Management](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#expense-management)
    - [Job and Estimate Management](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#job-and-estimate-management)
- [API & Integrations](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#main-content)

    - [Integrations](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#integrations)
    - [Plaid Integration](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#plaid-integration)
    - [Media Finance](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#media-finance)
    - [Payroll](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#payroll)
    - [Project Management](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#project-management)
    - [Open Banking Providers](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#open-banking-providers)
    - [Counta API](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#counta-api)
- [Reporting](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#main-content)

    - [Financial Statements](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#financial-statements)
    - [Client Profitability](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#client-profitability)
    - [Billings and Revenue](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#billings-and-revenue)
- [Sales](https://knowledgebase.counta.com/knowledge/sales?hsLang=en)
- [Media Finance](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#main-content)

    - [Mediaocean Integration](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#mediaocean-integration)
    - [Freewheel Integration](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#freewheel-integration)
    - [Media Finance](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#media-finance)
- [Intercompany](https://knowledgebase.counta.com/knowledge/intercompany?hsLang=en#main-content)

    - [Studio](https://knowledgebase.counta.com/knowledge/intercompany?hsLang=en#studio)
- [Talent Sponsorship](https://knowledgebase.counta.com/knowledge/talent-sponsorship?hsLang=en)
- [Taxes](https://knowledgebase.counta.com/knowledge/taxes?hsLang=en)
- [Implementation and Onboarding](https://knowledgebase.counta.com/knowledge/implementation-and-onboarding?hsLang=en)
- [Work In Progress (WIP)](https://knowledgebase.counta.com/knowledge/work-in-progress-wip?hsLang=en)
- [Expenses](https://knowledgebase.counta.com/knowledge/expenses?hsLang=en#main-content)

    - [Credit Cards](https://knowledgebase.counta.com/knowledge/expenses?hsLang=en#credit-cards)
- [Data Analysis](https://knowledgebase.counta.com/knowledge/data-analysis?hsLang=en)
- [AI](https://knowledgebase.counta.com/knowledge/ai?hsLang=en#main-content)

    - [MCP Servers](https://knowledgebase.counta.com/knowledge/ai?hsLang=en#mcp-servers)

[![Counta\_logo\_fullcolor (1)](https://knowledgebase.counta.com/hs-fs/hubfs/Counta_logo_fullcolor%20(1).png?width=139&height=20&name=Counta_logo_fullcolor%20(1).png "Counta_logo_fullcolor (1)")](http://counta.com)

Counta formerly Accountability 2026 Copyright ©