How to add Filters to your List

How to add Filters to your List

In this example, you will learn how to filter your list so you can see the data you prefer to see. For this example, you have a payment list and want to see the donations for in the month of February.

Statements that use ‘and’ & ‘or’ behave very differently. When combining two pieces of logic, ‘and’ signifies that both conditions are required for the data to show while ‘or’ signifies that only one condition must be met. These statements can also be used in conjunction.

How to add filters to a list

1. Select the list you want to add filters to.

2. Select Filter above your list.

3. The Filters window will open. Select Click here to add a filter.

4. For this example, you will add a filter that shows the data the month of February.  First, you want to filter by Created date to show only dates for the month of February.  To do this select Created date, Greater than or equal to, and 02/01/2018.  This means the Created date will be on 02/01/2018 or after.

5. Select the + sign to add another filter and you will see it creates it with an and.  You want to make sure that you don’t get any dates that are after February, so leave it with the and. Then select Created date, Less than or equal to, and 02/28/2018.  This means the Created date will be on or before 02/28/2018.

6. Since you could have other payments during this time frame, you will want to make sure you filter on only those payments with the description that contains 50/50 Charity Donation.  Select the + again to add another filter. Select Description, Contains, and enter 50/50 Charity Donation.  This will also be an and for the filter because it has to meet all the criteria for the data you want to see.

7.  There is always a chance that a payment may get declined or failed. So you want to make sure you filter for a Status that is equal to Succeeded.  Select the + sign again to add another filter. Select Status, Equals, and Succeeded

Notice that Popdock knows the results for the Status field is only a few set statuses, so it displays them in the dropdown list.

8.  This now completes all the criteria you need for this list. Select Save to see the results.

9. The results now show you the data from the month of February, Succeeded payments only, and only the payments with the description of 50/50 Charity Donation.  Which includes the 2 calculated fields that were created in a prior knowledge base.

 

 

Questions on adding filters? Email support at support@eonesolutions.com

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How to add filters to a list

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