Setting Up Advanced Filters in Dynamics AX 2012 to Save as Favorites

by | Updated August 15, 2016 | Dynamics AX, Financials, Set Up

I was recently working with a client where they heavily used advanced filters and they would be using them quite often. The problem the client was running into is that once they went to a List Page they had to remember to set the advanced filter. For example, the client wanted to setup advanced filters for customer invoices that were either 30, 60, or 90 days past due.

In this blog, we will discuss how to set up advanced filters in Microsoft Dynamics AX2012 and save them as a favorite.

How to create an advanced filter for customers who have invoices that are 90 days past due

  1. Navigate to Accounts Receivable | Common | Customer Invoices | Customer Invoices Past Due
  2. Click on Ctrl + G
  3. In the Due Date Column change (lessThanDate(0)) to (lessThanDate(90))

Customer Invoices Past Due

4.  Hit Ctrl + F3 to bring up the Advanced Filter

5.  Click on Modify | Save As and enter a name for the filter, IE Customer 90 days past due and click OK


At this point you have your filter created and now let’s walk through and how you set this as a favorite.

  1. Navigate to Accounts Receivable | Common | Customer Invoices and right click on Customer Invoices Past Due and click Add to Favorites and this should add this list page to your favorites
  2. Expand My Favorites and right click on Customer Invoices Past Due and click on Rename and give it a name like “Customer 90 days past due” and Click OK
  3. Right click on My Favorites and select Organize Favorites
  4. Highlight the name you created in Step 2 above and click on Edit Query and in the Query Drop down select the advanced filter created earlier.


Edit Query in Dynamics AX


Related Posts


  1. Prakash

    Hello Jason,

    Thank you for the article! Could you also tell how we can copy the filters to other users? or for the same user in another entity?


  2. Brandon Carmichael

    Hello Prakash:

    Regarding your question of copying filters to other users or for the same user in anther entity – unfortunately what you are asking isn’t possible.

    Thank you for your comment,

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events


02jun2:00 pm2:30 pmBusiness Intelligence for Batch Manufacturers

16jun10:00 am10:30 amHow AP automation can speed up month-end close in D365 Finance

17jun11:00 am12:00 pmConfab Live with Stoneridge – Real Time Marketing Strategies for Success

23jun10:00 am10:30 amThe Modern Manufacturer: Cost Accounting in D365

30jun10:00 am10:30 amAP Automation Checklist for a 2022 Rebound

30jun2:00 pm2:30 pmAchieving Success: How Technology Is Helping Nonprofits Thrive


01jul11:00 am12:00 pmConfab Live with Stoneridge – Dataverse Virtual Entities

14jul12:00 pm12:30 pmBeyond Reporting - What Business Intelligence Can Do For Your Agribusiness

15jul11:00 am12:00 pmConfab Live with Stoneridge – Integration Strategies for End User Success

21jul10:00 am10:30 amThe Modern Manufacturer: Manufacturing Software in the Real World

21jul12:00 pm1:00 pmIs it Worth it to Upgrade to Dynamics 365 Finance and Supply Chain Management? - Everything AX Users Need to Consider

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!