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Each page has its own range, which can be edited, changed to a new default or saved for future use.
In the case of the Sales dashboard, the range will also persist between tabs.
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If the page’s range has been changed from the default, or a preset range has been set as the new default, the “Range options” icon will be shown in yellow:
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From order / To order - filters for a set of order numbers between two numbers.
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If the “To order” field is emptied, the system will show all orders starting from the specified number in the “From order” field |
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Status - filters for orders with the specified status (for example, New or Ready for invoicing)
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Order status - filters for orders in Active or Archived status
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The Sales dashboard by defaults default only shows Active orders. This field can be used to see Archived orders excluded from the default day to day view. |
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Task type - filters for the specified task type, or orders containing that task type
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Resource in charge - filters for orders in which the selected resource is the resource in charge
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Include or Exclude orders from the range
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Upcoming functionality This functionality is only available in the upcoming version (368.1) |
After changing the range, it’s possible to further fine-tune it by including or excluding orders from the results.
This can be done from the new button next to “From order”:
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This popup will show all orders in the system.
From the “In Range” column (1), it indicates if the order is part of the current range or not.
From “Include” (2), we can mark a currently excluded order to be included in the current range.
From “Exclude” (3), we can mark a currently included order to be excluded from the current range.
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After excluding or including the required orders (4) (the icon will change to indicate it), the list of included/excluded orders will be shown at the bottom of the page (5).
Once done, click on “Save” (6) to return to the previous page.
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Once the range is applied, the current view will reflect the selection.
This fine-tuned range can also be saved for future use.
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Filtering and Order creation for multiple media numbers
Filtering for multiple media numbers
The system allows for filtering based on a list of media numbers.
This functionality can be used by simply adding multiple media numbers, separated by commas, in the “Media number” field (1).
After applying (2), the range of the page will update to reflect the input values.
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A more detailed version of the same functionality is available within the Range options popup, using the icon next to the media number field (1).
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A popup will open, in which the desired media numbers can be added, separated by a comma (2).
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It is also possible to copy directly from a list in an Excel file into this field, as each cell will be pasted separated by a comma automatically. |
After adding the required media numbers, the list of orders containing them will be shown below (3).
Once the selection is complete, clicking on “Apply & close” (4) will apply it and return you to the range options page.
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The “Media number” field will be updated with the selection and the range in the page will be applied accordingly, after clicking the “Apply” button.
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Order creation for multiple media numbers
It is now possible to create an order from media numbers. To do so, click the icon next to the media number field (1).
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A popup will open, in which the desired media numbers can be added, separated by a comma (2).
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It is also possible to copy directly from a list in an Excel file into this field, as each cell will be pasted separated by a comma automatically. |
After adding the required media numbers, they will be listed in the grid below (3). If there are no orders with the selected media numbers, an order can be added by clicking the icon in the “Add order” column (4).
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After clicking the icon in the “Add order” column next to the media number, the order creation pop-up will open and the process of order creation can be concluded as usual.
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Once the order is created, all relevant information will be shown in the grid.
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Once the necessary orders are created, click on the “Apply & close” button (5) to return to the range options page.
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The “Media number” field will be updated with the selection and the range in the page will be applied accordingly, after clicking the “Apply” button.
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Clear range
The “Clear range” option will clear the current range and reset the page back to the default page range, or default preset range, if set.
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Preset range
The Preset range option enables you to save commonly used searches as “Preset ranges” and easily apply them without having to reselect re-select all search parameters.
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Each page has its own list of preset ranges, with the exception of except for the Sales dashboard, which shares its preset ranges across all tabs.
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Saving a Preset range
After creating a range and applying it to the page, it can be saved as a preset for future use:
Select “Preset range” within the range options (1).
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Input a name for the range. This is for your own use only.
Click on “Add to my personalized range”.
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A custom range can also be saved as the page default, so it will be automatically applied whenever the user navigates to the page:
After setting the desired range, select “Preset range” within the range options (1)
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Now, the selected range will be automatically applied whenever the page is visited and will be treated as the page’s default, such as when clearing the range.
This will also be visually indicated by the “Range options” in orange.
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This will also be every user’s default range for the page if they delete their currently existing default preset range.
After setting the desired range, from the Preset range page, click on “Set current range as the new System default range” (1).
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