1. In Records, Accounts, open the account record.
  2. Select the Activity tab.
  3. Click Filters.
  4. To filter activity using a query, click the binoculars in the Query field to search for a query
    1. Select and existing query or add a new account query filtering on the applicable information
    2. Highlight the query and click Open
  5. To filter activity using the Date field, select Include all dates, Specific fiscal year, Specific fiscal periods, or Specific dates.
  6. Use the Class, Project, Journal, and Transaction code fields as other filter activity options.
  7. Click OK.

    Note:  Only the activity meeting the filtering criteria appears in the grid.