This guide explains how to use Searching, Filtering, and Date Entry in Business Central. It covers how to quickly find records using the search box, apply precise filters using symbols and filter panes, and enter powerful date filters and relative date formulas. It also includes helpful keyboard shortcuts, tips for filtering on specific fields, and instructions for using calculated date expressions to streamline your work.
π Searching
- Press Alt + Q for Global page search
Use the Search Box at the top of any list page to quickly find specific records within that list.
- Press F3 to open/close the search box.
- Search looks across all fields (even hidden ones).
- It's case-insensitive by default.
- Search tips:
'Man'β Exact match, case-sensitiveMan*β Starts with 'Man', case-sensitive@Man*β Starts with 'man', case-insensitive@*manβ Ends with 'man', case-insensitive
π§ Search vs Filter
| Feature | Searching | Filtering |
|---|---|---|
| Scope | All visible fields | Any individual field (even if hidden) |
| Matching | Any placement, case-insensitive | Exact match (unless using symbols/tokens) |
π§ͺ Filtering
Filters give more control and precision when narrowing down results.
π§± Filter Pane (on lists)
- Open with Shift + F3 or via the drop-down near the page title.
- Sections:
- Views β Predefined filtered views you can save
- Filter list by β Add filters on specific fields
- Filter totals by β Filter on calculated fields like amounts
π‘ Quick filter actions:
- Alt + F3 β Filter to selected value in selected field
- Shift + Alt + F3 β Add current field to filter pane
- Ctrl + Enter β Return to row view from filter
π Setting Filters on Reports/Batches
- Filters are visible on the request page.
- Use the + Filter action to add more fields.
- Saved filters depend on your default value settings.
π’ Filter Operators
| Symbol | Meaning | Example |
|---|---|---|
'' | Blank value | '' |
| Between/interval/Range | 1000..2000 |
| | Or / Either | 1000|2000 |
| Not equal | <>1000 |
<>'' | Not equal to blank | <>'' |
| Greater / Less than | >1000|<5000 |
| Greater/less than or equal | >=1000|<=5000 |
| And / Both | >1000&<2000 |
| Any number of unknown characters | *man, Co* |
| One unknown character | Hans?n (e.g. Hansen) |
| Exact character match, case-sensitive | 'man' |
| Case-insensitive wildcard | @man* |
Tip: If your value includes symbols like &, (, |, etc., wrap it in quotes:
Example: 'J & V*'
π·οΈ Filter Tokens
These shortcuts let you quickly filter by user-specific values:
| Token | Use Case |
|---|---|
%me or %userid | Records assigned to you |
%mycustomers | Customers in your Role Center |
%myitems | Items in your Role Center |
%myvendors | Vendors in your Role Center |
π Useful Shortcuts
| Action | Shortcut |
|---|---|
| Toggle search box | F3 |
| Open filter pane | Shift + F3 |
| Filter to selected value | Alt + F3 |
| Add field to filter pane | Shift + Alt + F3 |
| Return to list rows | Ctrl + Enter |
| Sort column ascending/descending | Alt + F7 |
| Reset all filters | Ctrl + Alt + Shift + F3 |
πΉ Basic Date Entry
You can enter dates in almost any format β Business Central reads regional date formats and allows separators like /, -, or spaces. Use:
31/12/25,31-12-25, or31 12 25The calendar picker or Ctrl + Home to select a date
πΉ Quick Date Shortcuts
| Shortcut | What it Means |
|---|---|
t or today | Todayβs date |
w or work | Your set work date |
Mon25 | Monday of week 25 |
| P or Month | Current Month |
| P-1 | Previous Month |
p1, p2 | Period 1, Period 2, etc. |
C123101 | Closing date (e.g. 31 Dec) |
You can also use 2/4/6/8-digit numbers depending on your settings and context.
πΉ Date Range Filters
Use these expressions to create powerful date filters:
| Expression | What it Does |
|---|---|
01/01/25..31/01/25 | From 1st Jan to 31st Jan 2025 |
| `01/01/25 | 15/01/25` |
| `01/01/25 | 15/01/25..31/01/25` |
You can mix and match expressions, including text dates like Mon25, periods, or relative formulas.
πΉ Date Formulas (Relative Dates)
Use formulas to enter dates relative to today:
| Formula | Meaning |
|---|---|
1D | 1 day from today |
-1D | 1 day ago |
1W | 1 week from today (8 days*) |
-1M | 1 month ago |
2Q | 2 quarters ahead |
-1Y | 1 year ago |
CW, CM, CY | Current week, month, year |
1W spans 8 days (today + 7). Use -1D to adjust if needed.πΉ Entering Times & DateTimes
Time inputs accept various formats:
5,5AM,17,17:30,5:30pmCombine with dates using a space:
Example:01/01/25 14:00
β° DateTime Filters
For datetime value fields, filters must include both date and time in this format:
MM/DD/YYYY HH:MM..MM/DD/YYYY HH:MM
Examples:
01/01/25 00:00..31/01/25 23:59β All records for Jan 2025t-3d 00:00..t 23:59β All records for last 3 dayst-3d 0β Shorthand for midnight 3 days agot-3d timeβ Specific time on the date 3 days ago
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