9. Create filters

 

• How do I filter a column?
• Can I make other customisations?
• How do I save a created view as a filter?
• What filters should I create?

Filters are special. You can make them your own. Filters are the way that Dazychain users create personal insights for themselves and their teams. There are two types of filters, organisation-wide and individual user views.

Filters enable you to search and sort through large amounts of data, create reports and once filtered, you can also save the view. Filters can be applied on each grid workspace.

(Projects, Worklist, Invoices). 

How do I filter a column?

1. Select Projects, Worklist or Invoice from the main menu
2. Click thefilter icon next to a column name
3. Choose an option from the filter operators depending on the field type
   
   Filter the column by:
   
   • Date field: 
     • Greater Than: date occurs after set date
     • Less Than: date occurs before set date
     • Between: date occurs between set date
     • Equals: is the exact date set
     • Does Not Equal: date is not the set date
   • Text field (not case sensitive):
     • Contains: Find records that include your search term.
     • Does Not Contain: Exclude records that don’t meet your criteria.
     • Equal: Find exact matches to your search term. Not case sensitive.
     • Not equal: Exclude records that match your search term exactly. Not case sensitive.
     • Starts With/Ends With: Narrow down results based on the beginning on end of a string.
     • Blank: Filter for records with empty fields.
     • Not Blank: Filter for records with populated fields.
   • Drop-down field:
     • Select one option from the drop-down
4.  If you have a text field you can apply more than one filter in the column using AND/OR filter operator 
   1. Choose an option from the text filter operators
   2. Enter your text filter
   3. Select AND if the record must match both conditions or OR if the record only has to match at least one conditions
5. Click Save icon

Can I make other customisations?

Sort

1. Click on a column heading to sort A-Z, will appear
2. Click heading again to sort Z-A, will appear
3. Click heading again to remove sort

Note: Sort can only be active on one column at a time and can be applied before or after you enable filter fields

Add or remove columns

1. Click Add or remove columns  button
2. Select the tick box to add a column/field to the grid or untick the box to remove
3. Click Finish

Reorder columns

1. Click on the column heading you want to move
2. Hold down left-click on your mouse
3. Drag column into the new position
4. Release click on your mouse

How do I save a created view as a filter?

1. Create a filtered list of your choice
2. Click the Save button
   
   
   
   
3. Select an option from the Choose an action pop-up:
   • Select Save current view to save over the view you started with
   • Select Create a new user view to save a new filter only visible to you
   • Select Create a new organisation view to save as a new filter visible to all users in your organisation
4. Enter a filter name
5. Click the Create button
6. The new Filter Report will appear at the top of your window.

Note: Filters can also be created on the Projects and Worklist pages.

What filters should I create?

We recommend creating the following filters for external counsels:

In progress projects

• Create from the Projects menu
• Filter the State to only include In progress

Offered projects

• Create from the Projects menu
• Filter the State to only include Offered 

Created or lodged invoices

• Create from the Invoices menu
• Filter the State to only include Created and Lodged

Approved or paid invoices

• Create from the Invoices menu
• Filter the State to only include Approved and Paid

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