Depending on your needs, you can apply filters to temporarily hide certain work orders or deliveries in your tables. This allows you to concentrate on just part of the data. Using filters can help you save time when analysing your tables.
- Tables where to apply filters
- Available filters
- How to apply a filter
- How to filter by multiple conditions
- How to save a filter
In which tables to apply filters?
Filters can be applied in the tables of the following tabs:
- Schedule > Cancelled deliveries;
- Schedule > Delivery basket;
- Organize > List of deliveries;
- Analyze > Delivery report.
Which filters are available?
- Open date;
- Due date;
- State;
- Driver;
- Forced driver;
- Comment;
- Done comment;
- Cancel reason;
- Time slot;
- Service type;
- Skill;
- Sector;
- Customer;
- Custom fields.
💡 The done comment corresponds to the completion comment (completed order) or cancellation comment (cancelled order).
How to apply a filter?
- Click on “Filter”.
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Select a filter in the drop-down list.
- Choose the condition and the values.
- Click on the button “Apply”.
How to filter by multiple conditions?
If necessary, you can apply several filters. To add a second condition, click on the “Filter” button again. Then follow the same steps as above: select the column by which you want to filter, the condition and the value you want to display. Finally, choose whether you want to display the data that meets “All these conditions” (= AND) or “One of these conditions” (= OR).
For example, here are the steps to follow to display the planned, pending and confirmed work orders of driver John Smith (AND). To begin, add a first filter by selecting the “State” filter and the values “Planned”, “Pending” and “Confirmed”. Next, click on the “Filter” button to add the “Driver” filter and the value “John Smith”. Select the “All these conditions” option.
Another example: here are the steps you need to follow to display planned, pending and confirmed work orders OR the work orders of the driver John Smith. To begin, add a first filter by selecting the “State” filter and the values “Planned”, “Pending” and “Confirmed”. Next, click on the “Filter” button to add the “Driver” filter and the value “John Smith”. Select the “One of these conditions” option.
How to save a filter?
Once you have selected the different conditions you want to filter, you can save this filter for quick access in the future. To do this, follow these steps:
- Apply the required filters.
- Click on the save button.
- Enter a “Name” for this view.
- Click on the “Confirm” button.
💡 Once your filter is saved, you can find it by clicking on “My filters”.
☝️ Good to know: If necessary, the saved filters can be modified. To do this, you need to select your filter from “My filters”, and you can click on the “Filter” button to add additional conditions or on the cross button to remove them. Once this is done, you can click on the save button.