---
title: "Working with Sort, Filter, and Find"
slug: "working-with-sort-filter-and-find"
updated: 2026-07-27T12:23:11Z
published: 2026-08-10T20:17:04Z
canonical: "help.idibilling.com/working-with-sort-filter-and-find"
---

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

# Working with Sort, Filter, and Find

Windows with lists (rows with column headings) can be sorted and filtered by:

**Column Heading**

On pages with column headings, you can sort, filter and find items by right-clicking the column heading.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/28960(1).wmf?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A09Z&se=2026-11-14T12%3A04%3A09Z&sr=c&sp=r&sig=H3JTdHfJjYAq7hOQihN8D1WHdopJoFP58W1dR6ETf8Q%3D)

The shortcut menu lets you:

- **Sort Ascending** or **Sort Descending**
- Apply a **Filter**. This displays a dialog for entering a text string (expression). Wildcard characters (*) are allowed. For example, entering "Acme*" filters out (hides) all records that do not contain a text string beginning with “Acme". To undo the filter and restore the original search results, select **Remove Filter**.
- **Find** an item based on a text string. This displays a window similar to the Filter window.

![Find (Expression) Dialog](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/31289(1).bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A09Z&se=2026-11-14T12%3A04%3A09Z&sr=c&sp=r&sig=H3JTdHfJjYAq7hOQihN8D1WHdopJoFP58W1dR6ETf8Q%3D)

However, rather than hiding records that do not match the text string, the Find function finds and highlights the first instance of the text string in the list. Selecting **Find Next** locates the next instance of the text string.

> [!NOTE]
> Note
> 
> You must enter the complete string in order for it to be found; wildcards are not allowed. For example, if you're searching a column for Los Angeles, you must enter Los Angeles, not just Los *.

#### Click Column Heading to Sort

Left-clicking on column headings will also toggle between sorting them in ascending and descending order.

> [!NOTE]
> Note
> 
> This is a strict alpha sort, so numbers that vary in length will not be sorted numerically. (For example, 100 will come before 15.)

**Selected Cell**

When a list is very large you can apply a filter to make it more manageable. To do this, right click a cell in the grid and choose **Filter >**

- **By Selection** -- to include all rows with the selected filter criteria (cell content).
- **Excluding Selection** -- to remove all rows with the selected filter criteria.

To revert to the complete list, choose **Filter > Remove Filter**.