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:

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

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From this screen you can create your customised list.

Set as Default

If you want to apply the filter automatically every time you open the module

List in Metrics

Not in use anymore, will be removed in the next release

 

 

Set as public

 

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

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.

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Standard Filters

Select Column

Select a Date type field to make a time selection.

Select duration

It allows to set a customized or pre-estabilished time frame related to the field you’ve chosen in “Select"

Starting/ Ending date

They are automatically set through the option “Select duration”, except for the personalized option

Order initially for

It allows organize the data in ascending or discending order.

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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: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):