Filing

View and filter data

This task provides instructions on how to view and apply various filters to data within the system, including selecting clients, navigating through months, and searching by territories or keywords.

  1. On the side menu go to Data.
    Sovos Filing Services side menu showing where to click for Data.
  2. If you have more than one client on your account, you can select your Client Name from the dropdown menu or type the name in the box to search from the list.
    Data page highlighting where to filter for Company Name from the dropdown.
  3. The Data page always opens on the current month. To scroll to other months, click the arrows, or click on the Calendar icon to select a different month and year.
    Data page showing how to use the Calendar view
  4. To filter results by territory, select from the All Territories dropdown.
    Data page showing the dropdown to filter results for All Territories.
  5. Click the Search icon to search the names of all your data files by keyword.
    Data page highlighting where to find the Search icon.