# Search, filters and views

Find a document by number, status, type, date or amount. Save the columns you need as a view so you can return to the same layout.

Use the controls above the **Sales Documents** or **Purchases Documents** list. Search, filters, sorting and views change the list you are looking at; they do not change the documents.

## Search by document number

Type a document number in **Enter document number** at the top right. The list updates as you type. If nothing matches, it shows **No matching documents**.

Choose **Reset** to clear the document-number search together with the filters on the current view.

## Filter the list

Use the quick filters above the table for the fields you use most often. Choose **Filters** for the complete list.

![The Filter Options menu with AI Filter, Document number, Document Status, Delivery Status, Business Status, Document type, Currency, Issue date and Document total.](https://docs.complyance.io/_app/immutable/assets/filter-panel.DlqC8XFw.webp)

Open Filters to use every filter available for the current document list.

| Filter | What you can choose |
| - | - |
| **Document number** | A document number. |
| **Document Status** | One or more document statuses, such as **Needs Correction** or **Compliant**. |
| **Delivery Status** | One or more delivery statuses, such as **Pending** or **Delivered**. |
| **Business Status** | One or more receiver-response statuses, when the selected country supports them. |
| **Document type** | One or more invoice or credit note types. |
| **Currency** | One or more document currencies. |
| **Issue date** | A start date, an end date, or both. |
| **Document total** | A minimum amount, a maximum amount, or both. |

You can combine filters. The number on **Filters** shows how many are active. Choose **Clear all** in **Filter Options**, or **Reset** above the table, to remove them.

### Describe filters in plain language

Choose **Filters**, then **AI Filter**. Enter a request such as `Document total above 1000` or `This month issue date`, then choose **Apply filters**. Check the active filter chips above the table to confirm that the request produced the filters you expected.

If the result is too broad, add a status, date, amount or currency to the request. You can also set each filter yourself from **Filter Options**.

## Sort and page through results

Choose a column heading with sort arrows to sort by that column. Choose it again to reverse the order. A third choice removes the sort.

Use the controls below the table to move between pages and choose how many rows to show. Status and company columns are not sortable.

## Save a view

A view is a saved way of looking at a document list. **Default Sales View** and **Default Purchase View** are available from their respective lists.

### Create a view with AI

1. Choose **Create view**.
2. Describe the information the view should show, or choose one of the suggestions.
3. Choose **Generate**.
4. Review the fields and preview, enter a view name and description, then choose **Save**.

![The Create view with AI dialog with a description field, suggestions for submitted invoices, overdue invoices, and VAT, plus Create Manually and Generate buttons.](https://docs.complyance.io/_app/immutable/assets/create-view.t7IBrJm6.webp)

Describe the columns you need, or start with one of the suggestions.

### Create a view manually

1. Choose **Create view**, then **Create Manually**.
2. Enter a **View Name** and **View description**.
3. Under **Field Categories**, select the fields to include. **Invoice number** is required and cannot be removed.
4. Check the **Preview**, then choose **Save**.

The saved view appears as a tab above the list. Choose **Edit view** to change the current view. Use the close button on a custom view’s tab to delete it; the default views cannot be deleted.

Source: https://docs.complyance.io/one-platform/invoice-portal/documents/search-and-filters/