# 2.6.1 How to create a Filter

The following section explains how to create a customised filter starting from a list of accounts. This procedure can be applied to all the other modules.

**Configuration parameters:**

- columns content (filter fields displayed)
- any time interval in which the data were created or changed
- search operators including “and”, “or”, “contains”, “does not contain” etc.

To create a new filter, click on **NEW** from the cogwheel icon alongside the Filter.

[![How-to-create-a-Filter_1.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/How-to-create-a-Filter_1.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/How-to-create-a-Filter_1.png)

[![How-to-create-a-Filter_2.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/How-to-create-a-Filter_2.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/How-to-create-a-Filter_2.png)

From this screen you can create your customised list.

<table border="1" cellpadding="0" cellspacing="0" class="t1" id="bkmrk-imposta-come-default" style="width: 100%; background-color: #ebf7ff;"><tbody><tr style="height: 37px;"><td class="td1" style="width: 195px; height: 37px; vertical-align: middle;" valign="middle">**Set as Default**

</td><td class="td2" style="width: 614px; height: 37px; vertical-align: middle;" valign="middle">If you want to apply the filter automatically every time you open the module

</td></tr><tr style="height: 10px;"><td class="td1" style="width: 195px; height: 10px; vertical-align: middle;" valign="middle">**List in Metrics**

</td><td class="td2" style="width: 614px; height: 10px; vertical-align: middle;" valign="middle">The results number of the filter will appear in the dashboard “Key Index” in the Homepage”

</td></tr><tr style="height: 109px;"><td class="td1" style="width: 195px; height: 109px; vertical-align: middle;" valign="middle">**Set as public**

</td><td class="td2" style="width: 614px; height: 109px; vertical-align: middle;" valign="middle">Option to make the filter public. It must be previously agreed by an admin user in order to be displayed and used by all the other users.  
Note: remember that the filters, even if they are not public, are visible according the users roles (ex: the sales manager can see all the filters created by area manager/sellers

</td></tr><tr style="height: 10px;"><td class="td1" style="width: 195px; height: 10px; vertical-align: middle;" valign="middle">**Available in Mobile APP**

</td><td class="td2" style="width: 614px; height: 10px; vertical-align: middle;" valign="middle">Filter available in Mobile APP

</td></tr></tbody></table>

**N.B.** The public filter must be approved in advance by an user with the right of Administrator so that it can be visualized and be used by all users.

**[![How-to-create-a-Filter_3.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/How-to-create-a-Filter_3.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/How-to-create-a-Filter_3.png)**

**Standard Filters**

<table border="1" cellpadding="0" cellspacing="0" class="t1" id="bkmrk-%C2%A0-seleziona-colonna" style="width: 100%; background-color: #ebf7ff;"><tbody><tr style="height: 37px;"><td class="td1" style="width: 195px; height: 37px; vertical-align: middle;" valign="middle">**Select Column**

</td><td class="td2" style="width: 614px; height: 37px; vertical-align: middle;" valign="middle">Select a Date type field to make a time selection.

</td></tr><tr style="height: 29px;"><td class="td1" style="width: 195px; height: 29px; vertical-align: middle;" valign="middle">**Select duration**

</td><td class="td2" style="width: 614px; height: 29px; vertical-align: middle;" valign="middle">It allows to set a customized or pre-estabilished time frame related to the field you’ve chosen in “Select"

</td></tr><tr style="height: 10px;"><td class="td1" style="width: 195px; height: 10px; vertical-align: middle;" valign="middle">**Starting/ Ending date**

</td><td class="td2" style="width: 614px; height: 10px; vertical-align: middle;" valign="middle">They are automatically set through the option “Select duration”, except for the personalized option

</td></tr><tr style="height: 10px;"><td class="td1" style="width: 195px; height: 10px; vertical-align: middle;" valign="middle">**Order initially for**

</td><td class="td2" style="width: 614px; height: 10px; vertical-align: middle;" valign="middle">It allows organize the data in ascending or discending order.

</td></tr></tbody></table>

[![How-to-create-a-Filter_4.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/How-to-create-a-Filter_4.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/How-to-create-a-Filter_4.png)

In the Advanced Filters section you can define certain selection criteria that are not based on the timeline (all other fields: drop-down menu, free text, number, etc.).40

**Caution:** The “equals” and “contains” operators differ as follows:  
**Equals:** performs a character by character check. The field value must be exactly the same as the term of comparison contained in the filter, including upper case and lower case letters.  
**Contains:** this is a less restrictive check than “equals”, where the field value must contain the text string specified in the term of comparison.

**Example:**![](https://usermanual.vtenext.com/uploads/images/gallery/2019-07-Jul/scaled-840-0/image-1564567760122.png)In the Filters Based on Reports section you can extend the filter functions by means of a Report (for use of the Report module refer to section 12.1):

[![How-to-create-a-Filter_5.png](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/scaled-840-0/How-to-create-a-Filter_5.png)](https://usermanual.vtenext.com/uploads/images/gallery/2021-11-Nov/How-to-create-a-Filter_5.png)

By means of this setting you can link to the filter the conditions set and columns selected previously in the Report.