How to Filter Search Results

When you work with different features in Geneva you will have to start by searching for or accessing lists of information. For example, when editing your reseller information, you might have to access your list of users to find certain accounts to edit. However, this list might be so long that it spans several pages. To shorten such a list, you can use the filter tools at the top of the list to narrow the list down to only those records that contain a certain text, such as a specified first name or last name.

What you should know:

• Not all lists have filtering options. If filtering is available, the filter controls appear at the top of the list.
• The filter parameters are different, depending on the information in the list (for example, the filter parameters for a product list are different from the filter parameters for a user list). However, regardless of parameters, the filter mechanism works the same for all lists.
• Filtering is not additive. That is, if you filter a list and then filter again on the resulting list, the new filter will not be based on the first filter. It will instead be based on the entire original list before you started filtering.

Procedure:

1. At the top of the list, locate the filter controls under the Filter By section.
2. In the first box to the left, select the parameter on which you want to filter. For example, if you are filtering user accounts, you might select Last Name to filter by the users’ last names.

1. The actual parameters available depend on the type of list displayed.

3. In the next box to the right, select how you want to filter. For example, you might select Starts With if you only know the beginning of the person’s last name.

1. The actual filter options available depend on your selection from the previous step.

4. If there is a text box to the right, type the text on which to filter (not all filters require you to enter text). This can be a complete word or only part of a word. For example, you could type the full name Smith or only the beginning letters Smi. The filter is not case-sensitive, so you could also type smith or SMI.
5. Click Filter.
1. The list refreshes to include only those items that match the filter parameters and text. Some examples are:
• If you select Last Name, select Starts With, and type Smi, the filter would result in people with such last names as Smith or Smiley.
• If you select Code, select Contains, and type click, the filter would result in items with such codes as CLICK300, 250CLICKS, or CLICK.
• If you select Status and select Active, the filter would result in all items that are currently active.
6. If you want to clear the filter you just applied, click Clear.