How to use search and filter
This guide explains how to effectively use the search bar and filter options in the list view of ERPNext. It also includes a link to the manual via the "?" button in the upper right corner of the screen.
What you will learn from this article
This article explains 3 methods for quickly finding the screens and documents you need in ERPNext.
- Search Bar: Cross-screen search by screen name or invoice number from any screen.
- Filter on the list screen: Filter invoices by criteria
- "?" button: Opens the manual corresponding to the current screen.
Search Bar
The search bar at the top of the screen is the most frequently used search function in ERPNext.
How to use
- Click the search bar at the top of the screen (or use your keyboard)
Ctrl + K(Press to display dialog box) - Enter the keyword you want to search for.
Additional Information:
Ctrl + GBut the same search bar will appear. On the current screen...Ctrl + KWe recommend this.
Searchable items
| Input Example | Result |
|---|---|
見積 | Go to the list of quotations |
QTN-00001 | Directly display the details screen for quotation QTN-00001 |
田中太郎 | Display search results for business partners, employees, etc. |
新規 見積 | Display the new quotation creation screen |
設定 | Go to System Settings screen |
Filtering the list screen
On the list screen, you can use filters to narrow down the invoices according to your criteria.
Basic Usage
- Open the filter panel on the left side of the list screen.
- Specify the conditions (e.g., Status = Draft)
- The list will be automatically updated.
Types of filter conditions
- equal(
=): Exact match - End (
>=)/ below(<=): Specify a range of numbers and dates - Includes: Partial match
- Range: Specify a time period
Save the filter
You can save frequently used conditions.
- With the filter set, click the "Save" icon for the URL.
- Enter a filter name and save.
- From now on, you can apply the same conditions simply by selecting the saved filter.
Reporting Function
For more advanced analysis, you can use the report builder.
- Type "Report Builder" into the search bar.
- Select the type of document to be reported.
- Set the columns to display and the conditions.
- Click "Execute"
The report results can also be exported to CSV or Excel.
Open the manual directly from the screen ("?" button)
Clicking the "?" button on the right side of the top bar will open the manual article corresponding to the currently open screen in a new tab.
Note (as of April 2026): The "?" button is a feature being rolled out gradually. If it does not appear in your environment, please search or use the search bar in the upper right corner of the manual site.
Ctrl + KPlease open the desired article from the link provided. The location image will be posted after it is reflected on the screen.
Mechanism
- URL of the screen (Example:
/app/purchase-hub) will automatically resolve the corresponding manual article and open it in a new tab. - The same article will open whether you access it from the list view or the details view.
- On the unregistered screen, Manual TOP (
/manual) will switch to
When you are not redirected to the correct article
- URL of the details screen (Example:
/app/purchase-order/PO-00123) but the parent screen (/app/purchase-orderThis will open an article for that purpose. Please refer to the relevant section of that article for detailed instructions. - Screens for which manuals are not yet available will redirect you to the TOP page, so please search using the search bar or the search field on the TOP page.
Next Steps
Once you've mastered the basic operations, move on to the role-specific manual that suits your work. If you want to operate it even faster... Keyboard Shortcuts I also recommend this.
- Sales representatives → Sales manual - For purchasing managers → Purchasing workflow - For manufacturing personnel → Manufacturing manual - For accounting staff → Accounting manual - System administrators → Administrator manual