10. Create filters

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

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, Documents, Dashboards and 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

Note: When you navigate away from the created filter page it will revert to its previously saved state.  To save the newly created filter, follow the instructions below.

Multiple filters can be used at once and applied in the sequence they are added

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 tickbox 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 icon
   
   
    
3. Type a name for the filter
4. Select an option from the Who can see and edit this view? pop-up:
   • Select Only me to save a filter only visible to you
   • Select All users in my organisation to save as a filter visible to all users in your organisation
   • Select Selected users and groups to save a filter visible only the users and groups you select from the drop down menu that appears
5. Click either Create new view to save a new filter or Save existing view to save over the filter originally selected to edit
6. The new Filter Report will appear at the top of your window

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