Operations Customers - Filter & Sort Customer Data

1. Navigate to "Customers"

   To use the filter and sort options when viewing customer data, navigate to the "Customers" section in the Operations Portal.

   

2. Click "Customers"

   Then, click "Customers". In order to access "Customers" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "customerView" and "customerEdit".

   

3. Click the arrow icon next to a column header to sort data

   On your Search tab, click on the arrow icon next to a column header to sort the data in ascending or descending order.

   

4. View sorted data

   The screen now displays your data in either ascending or descending order.

   

5. Click the filter icon of the column header

   To filter, click on the filter icon next to a column header.

   

6. Click the dropdown to view and select filter options

   Click the dropdown to view and select filtering options.

   

7. Input filter value

   Once you select a filter, enter the text you would like to use and press the "Enter" key.

   

8. Contains

   Select "Contains" option to display items where the specified text appears anywhere within the field.

   

9. Does not contain

   Choose "Does not contain" to view items in which the text is not included in the field.

   

10. Starts with

    Select the "Starts with" option to show items where the field's content starts with the provided text.

    

11. Does not start with

    Use the "Does not start with" filter option to view items which content does not begin with the specified text.

    

12. Ends with

    Choose "Ends with" and to show data where the field's content ends with the specified text.

    

13. Does not end with

    You can also select "Does not end with" option to view data where the field's content does not end with the specified text.

    

14. Click the column header to use the faceted filter, if wanted

    Some columns offer filters with dropdown options. These filters help you narrow down search results by having the option to select multiple filters at once. One example would be the "Active" column.

    

15. Click the checkbox to filter

    Click the checkboxes next to the desired values within the filter to narrow the results.

    

16. Filtered results are displayed

    The screen now displays only the data matching your selected checkbox criteria.