Advanced filters

On several pages of the Portal, you can filter a list with an advanced filter: you choose the fields to filter on and the condition for each, and you can combine conditions with And / Or in nested groups. On some pages, you can also start from a query saved in the Query tool.

The advanced filter is available, for example:

• in the Advanced Filter tab of the wallet operations and rated items lists, in Operations;

• in mass adjustments;

• in the advanced filter of a dynamic billing cycle;

• when you select the rated items of an exceptional billing run;

• in the Query tool, where it is used to build queries.

Parts of the advanced filter

Click Need help? for a guided tour of these parts.

Adding conditions

1. In Filters structure, select the group to which you want to add conditions. At first, there is only the root filter.

2. Drag a field from Available fields and drop it in the Filter fields table. You can also select several fields in Available fields and add them at once to the selected group.

3. For each condition, choose the operator, for example Equal To, Greater Than or Contains, and enter the value.

4. Choose the Operator of the group: And keeps the lines that match all its conditions, Or keeps the lines that match at least one of them.

5. Click Update filter to apply your changes to the group.

6. Click Filter to filter the list.

If the selected group has changes that you have not applied, the Filter button is disabled and reminds you to apply them first.

Grouping conditions with And / Or

To combine conditions in different ways, create groups. Each group combines its conditions, and the groups it contains, with its own operator.

1. Click Add filter. The Add new filter group window opens.

2. The name of the group is given automatically. Choose its Parent, which is the group that will contain it, and its Operator: And or Or.

3. Click Apply. The new group appears in the filters structure, with its operator next to its name.

4. Select the new group and add its conditions as described above.

For example, to find the lines in status Open whose code is either A or B: keep the root filter with the operator And and add the status condition to it; then add a group under the root filter with the operator Or, and add the two code conditions to that group.

To reorganise your filter:

• Drag a condition or a group in the filters structure and drop it on another group to move it there. The root filter cannot be moved.

• Hover a group and click its delete icon to remove it. The root filter cannot be deleted.

Starting from a preset filter

On the wallet operations list, the rated items list and in mass adjustments, the Preset filter field lets you load a query saved in the Query tool for the same type of data.

1. Open the Preset filter picker. It lists the queries you can use, with their name, visibility and owner: all public and protected queries, and your own private queries.

2. Select a query. Its fields and filters are loaded, and Available fields is folded so that you see the filters straight away.

3. Adjust the filters if needed, then click Filter.

Available fields is unfolded when no preset filter is selected. Click its title to fold or unfold it at any time.