Using advanced filters
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Advanced filters allow you to narrow down records and work only with the data you need.
They can be combined with preset filters available on each page.
Examples:
- B2B customers with a signed agreement
- Open invoices with reminders sent
- Records within a specific date range
Filtered results can be exported afterwards.
How filtering works
Each page contains:
- A preset filter
- An advanced filter
- A search field
Start with a preset filter (e.g. Open invoices), then add one or more advanced criteria and click Apply.
When active:
- The advanced filter icon is highlighted
- Active filters are shown below the filter bar
You can also use advanced filtering while the preset filter is set to Everything.
To remove a filter, hover over it and delete it by clicking on the 'x' icon.
Saving filter presets
You can save any combination of advanced filters as a named preset so you can reapply it instantly the next time — without having to rebuild it from scratch.
How to save a preset
- Build your filter combination using the advanced filter panel.
- Click Save next to the filter bar.
- Enter a name for your preset.
- Optionally, check Set as default to automatically apply this preset whenever you open the page.
- Confirm to save.
The preset is now available in the preset filter dropdown at the top left of the page. Saved presets are stored per page — a preset saved on the invoice overview is only available there, not on other pages.
How to apply a saved preset
Click the preset filter dropdown and select your saved preset. The advanced filters are applied immediately. If a preset was marked as default, it is applied automatically when you open the page.
How to update a preset
Once a preset is applied and you modify the filters, the Save button appears again with two options:
- Save — Overwrites the currently applied preset with the updated filter combination, keeping the same name.
- Save as new filter — Saves the updated filters as a separate new preset with a different name.
How to delete a preset
To delete an existing preset, open the preset dropdown and use the delete option next to the preset name.
Exporting results
Preset filter only
- All matching records are exported
- No limit applies
Advanced filter active
- Only the displayed records are exported
- Maximum of 500 records
To export specific records:
- Apply filters
- Select the desired records
- Click Export (top right)
Too many results
Each screen displays a maximum of 500 records.
If more results exist, you will see a notification : " Too many results, please use the filter to reduce the number of results"
Refine your filters to narrow down the list and display the desired records.