Create a Custom Filter

In your searches and reports, you may need to filter the information available in your perimeter. Fairways Guarantees provides default filters, available to all users, but you can also create your own filters, only available to you.

 

Navigate to Guarantees
  1. Log in to Fairways Guarantees, i.e. https://koesio.financeactive.com/login.
  2. Navigate to Guarantees.

Guarantee_EN.png

 

Create a Filter
  1. Click Settings Setting_Gray.png > Create Filter.

Guarantee_Setting_EN.png

  1. Complete the form with all relevant details.

Note: Fields marked with an asterisk * are mandatory.

Field

Description

Filter Name

Filter name.

Description

Details about the filter.

Filter Criteria

What the filter refines.

  1. Click OK.

Guarantee_Filter_Create_EN.png

The new filter applies and displays in Custom Filters.

Guarantee_Filter_Created_EN.png

 

Configure Filter Criteria

 Field

Description

And/Or

Relationship between criteria:

  • And: Criteria are cumulative, the filtered list only displays items matching all criteria.
  • Or: The filtered list displays items matching at least one of the criteria.

Item

Filter criteria type.

Operator

Defines how items and values match.

Value

Defines what matches or does not match the filter criteria.

Filter_EN.png

 

Operator

 Field

Description

is equal to

The item must match the custom string/amount entered.

is in

The item must match at least one of the selected values.

is in (directly or via a pool)

The item must match at least one of the selected values, or belong to a pool that matches at least one of the selected values.

is not in

The item must not match any of the selected value(s).

is not in (directly or via a pool)

The item must not match any of the selected value(s), nor belong to a pool that matches any of the selected values. 

contains

The item must include the custom string entered.

does not contain

The item must exclude the custom string entered.

starts with

The item must start with the custom string entered.

with currency in

The item must match at least one of the selected currencies.

of type

The item must match at least one of the selected values.

is greater than or equal to

The item must be greater than or equal to the entered decimal value, e.g. greater than or equal to 1000.

is lower than or equal to

The item must be lower than or equal to the entered decimal value, e.g. lower than or equal to 1000.

is on

The item must occur on the selected date.

is earlier than

The item must occur before the selected date, e.g. earlier than 31/12/2018.

is later than

The item must occur after the selected date, e.g. later than 01/01/2018.

is between

The item must occur during the selected period, e.g. from 01/01/2018 to 31/12/2018.

is earlier than (reference code)

The item must occur before the selected time value, e.g. earlier than the start of the week

is later than (reference code)

The item must occur after the selected time value, e.g. later than the end of the week.

is earlier than or equal to (reference code)

The item must only occur before or on the selected time value, e.g. at the start of the week or before

is later than or equal to (reference code)

The item must only occur from the selected time value, e.g. at the end of the week or after.

is in last

The item must occur during the last selected time period, e.g. in the last 15 days.

is in next

The item must occur during the next selected time period, e.g. in the next 15 days.

is filled out

  • Yes: The item is associated with a value.
  • No: The item is associated with no value.

is real

  • Yes: The item status is:
    • Effective
    • Releasing
    • Closed
  • No: The item status is:
    • Requested
    • Canceled
    • Incomplete
    • Rejected
    • Controlled
    • Accepted

is set to

  • Yes: The item is enabled.
  • No: The item is disabled.
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