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.
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.