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How do I use filters?

Here we describe how to use filters in Next Project to create data selections and how you can save your filters as a favorite filter. 

Make a filter

With the filter function, you can filter different data in your database, for example, a certain type of project in the 'Project Overview' module or invoices that have not been sent in the 'Invoice' module. To use the filter function, follow the steps below:

  1. Go to the current module and click the filter button (it looks like a funnel). In the example below, we are in the project overview and have selected the 00-project at the top, and clicked the 'Show underlying data' button to display all projects under the 00-project.

    When you click the filter button, a green field lights up under all the column headers.

     

  2. Enter in the green field the data you want to filter, by clicking in the field under each column header and filling in the search term, then click the filter button again to activate the selection.

    It is possible to have several selection parameters. Both in the same column and also selections in multiple columns at the same time. 

    It is also possible to set how the selection should be made, for example, whether it should be exact, whether it should resemble, whether it should not be equal to, or if it might be an interval we want to look at. 

    In the example below, we have filtered all projects that have the compensation form 'Running account' and have project status that is not equal to 'Admin, Bid or Completed'. 

Remove a filter

If you want to reset or remove parts of your filtering, you can either click the cross for the field you filled in the filter and want to remove or click the filter button again, then all selections will be cleared.

 

Create favorite filters

If you work a lot with the filter function to filter different data in Next Project, you can create favorite filters to facilitate your work. To create favorite filters, follow the steps below:

  1. Start by filtering the information you want to create a favorite filter for. 

    In our example below, we are in the Project Overview and make the following selection; Compensation form equal to 'Running account' and Project status that is not equal to 'Admin, Bid or Completed'. 
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  2. Click the button with a star at the far right above the column rows and then on 'New filter'

     

  3. Enter the filter name and click OK.

     

  4. The favorite filter is now created, you find it by clicking the button with a star on it.

 

Change filtering in an existing favorite filter

You can change your favorite filters and save the updates as follows. 

  1. Make sure you are using your favorite filter, that it is checked in the drop-down menu for favorite filters.
  2. Change your filtering, add or remove selection parameters.
  3. Click the button with a Star, and then on Save.