> ## Documentation Index
> Fetch the complete documentation index at: https://help.moyacascade.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Review tables, filters, and evidence

> Search, combine filters, choose columns, expand rows, and correct records.

These controls help you review records across Scope 1, Scope 2, and the Scope 3 tables. The exact filter choices and row actions depend on the table.

## Search and filter

1. Use **Search** to find records by name.
2. Click **Add filters** and choose a column or range, such as a category, type, date, quantity, or control setting.
3. A filter button appears beside **Add filters**. Click it to choose the values or enter the range.
4. For a multi-choice picker, **All** selects every option. Untick individual values to exclude them. An empty selection returns no matching values.
5. Add another filter to narrow the result further. Remove one with its **×** button.

Date ranges in a table narrow the visible records. They show matching records within the accounting year you selected. Clear search and filters before assuming a saved record is missing.

## Choose columns and sort

Open **Columns** and tick the fields you want to see. Use **Sort** to change the order. Tables can scroll horizontally; use the wheel or trackpad within the table to reach additional columns. In Purchases and Sales, the product name and row actions remain visible as you scroll.

## Expand a row or open its documents

The small arrow on the left opens the row's details. The **Docs** count opens a document menu. Choose a document to download it. Opening documents is separate from expanding the row.

## Edit, duplicate, or delete

Use **⋮** on the right side of the row. Choose **Edit** to correct a record. Where **Duplicate** is available, it creates a copy; review dates, quantities, evidence, and product links before treating it as a new activity. Choose **Delete** only when removing the record, then confirm.

In Product inventory, use **Reconcile** to review annual quantities or **Change unit** to report them in another unit. [Reconcile stock](/user-guides/inventory/reconcile-stock) explains these actions.

## Evidence pool

The pool belongs to the current workspace and accounting year. Uploading a file makes it available to select. Tick a file to attach it to the current record. Unticking it changes the current record's attachments without removing it from the pool.

Supported file types are **PDF, PNG, JPG/JPEG, WebP, and HTML**. Each file can be up to **10 MB**. A record can have up to **10 supporting documents**. Use relevant evidence so the attachments explain the entry.

[Attach and reuse documents](/user-guides/purchases/supporting-documents) shows the picker in detail.

## If you cannot save

Read the text below highlighted fields and complete those fields. An error message explains problems such as unavailable factors, invalid unit conversions, a locked accounting year, or missing permission. Correct the highlighted fields and try saving again.

Auditors can review records but cannot create, edit, or delete them. A locked accounting year is read-only. Ask your workspace administrator to resolve access or year-lock issues rather than creating the record in a different year.


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