Ordway allows for a broad range of filter options. Users are no longer restricted to just AND statements. This flexible feature allows users to save commonly used filters as well as add multi-layered filter sets to isolate the exact data you need.

Note: Filters are case sensitive.

Create a Filter Set

In this example, we created a Filter Set within Billing Runs. Select the specific conditions you’d like to include in your filter to meet your needs. Customer ID is used in the following example.

1. Navigate to Billing Runs.
2. Click Add Billing Run.
3. Click the Filter icon in the Filter section.
4. Select Customer ID from the Select Attribute drop-down menu.

5. Select the appropriate condition from the drop-down menu. The list of available conditions varies based on the Ordway module.

6. Select the desired target condition from the drop-down menu.

7. Click Add Filter to add additional filter conditions as needed. Additional filters added to the primary condition are treated as AND variables. When added, both the primary condition and the additional conditions(s) must each be met in order for results to display.

Note: Up to 9 additional AND conditions can be added to the original Attribute.

8. When finished, click Apply Filter.

9. The filter conditions are displayed.
10. Matching Criteria: In this example, resulting Orders or Subscriptions exist based on the selected filters. When there are no results for these parameters, this section is not displayed.

Filter Conditions

Filters are a powerful tool to isolate the exact data you need. However, adding multiple values in a single filter can severely limit results. For this reason, we recommend creating multiple filters with various data points. 

Filters including multiple values are treated as AND conditions, meaning all conditions must be met in order for the data to be displayed. Instead, create a filter for each separate condition. This way, each condition is treated as an OR value. Once all the filters are created, apply the desired filters to display multiple values in the filtered results. 

Manage Filters

Filters can be saved and edited as needed. Users can create 50 different filters within the Billing Runs module. Other modules allow for even more saved filters.

Save Filter

Once all of the desired conditions are added to a filter, click Save Filter to use the filter again in the future.

Set Default Filter

Establish a default filter to automatically load when navigating to a module. To do this, click the Make this as default filter checkbox in the Save pop up. This means the next time you navigate to this module; the filter automatically loads.

Share Filter

You can share filters with others in your organization. To do this, click the Make this filter accessible to all users checkbox in the Save pop up.

Note: Only the user that created the filter can edit or delete the filter. When selected, all users in your organization can view and use the shared filter set. However, they do not have access to edit or delete the filter.

Edit Filter

Select the desired filter from the drop-down menu and click the edit icon to change the filter as needed. Click Save when finished.

Use a Saved Filter

To use a saved filter, select the desired filter from the drop-down menu.

Note: You can create up to 50 saved filter sets within the Billing Run module.