Filtering Columns

To filter columns in ProcessPlan, do the following:

1. Log in to your account

2. Navigate to the table (or list) you want to filter

3. Click the Filter icon to display the filter row

4. Set the filter under the column you want to filter

Each column’s filter matches the type of data in the column: text columns have a search box, date columns have a date range selector, and number columns have a minimum/maximum selector.

Filtering by Date

Click the filter under a date column to open the date range selector, then either:

• Pick a preset - Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, or Last Year.

• Choose Custom range… - select your own From and To dates. Leave either date blank for an open-ended range (for example, only a From date shows everything from that date forward).

Select Any date to remove the date filter.

Tip

Presets stay up to date. If you bookmark or share a view filtered to Last 7 days, it always shows the 7 days ending at the moment the page is opened - not the dates that were current when you saved it.

Filtering by Number

Click the filter under a number column and enter a minimum, a maximum, or both. Leave either box blank for an open-ended range.

Text Search Operators

In a text column’s filter box, valid search operators include:

• ! negation/not

• > greater than

• < less than

• = equals

• OR (Note: OR must be capitalized)

• AND (Note: AND must be capitalized)

Examples

Filter to see a list of tasks completed by Employee1 and Employee2:

Employee1 OR Employee2

Filter to see a list of tasks that were NOT completed by Employee1 or Employee2:

!Employee1 AND !Employee2

Summary Report

Once a table is filtered, you can see the information in report format by clicking the Summary Report button.