In this article, you will learn how to use filters on GO7 PSS system.
For your convenience, we've added an interactive video at the bottom of this page, that covers the steps included in this article. This video is and additional resource to learn how to accomplish the below-written steps.
The filter option is one of the major and most important features that GO7 PSS offers. Over time, you accumulate many records of information in the system, making it difficult to find specific information within a sub-module.
The filter button narrows down the results, making it much easier to find the information you need.
We have 2 options for filtering:
In order to use the filter option, for each module, you can find the filter button.
Each sub-module has its own specific filter criteria based on the information listed within the sub-module.
Quick Filter
Quick filter is the option to create a filter and review the results without creating a specific button for the filter, for future use.
Select the criteria you would like to filter among all options, and click on the purple button, 'Quick Filter'.
For example:
Filter all the bookings in status OK
Click Quick Filter
The system then shows you the results of the selected filter option.
Saved button filter
We have created the option to save a permanent button for filters you may use frequently. The filter buttons are unique to each user who creates them.
To create a Saved button filter, click on the filter button, and select the filter option you would like to use, just as we did in the quick filter.
For example:
Filter all the booking that we had yesterday
Then, use the filter name. Write the filter name, and click 'Save Filter'
The filter buttons now listed in the top bar of the sub-module
Delete Buttons:
In order to delete Saved buttons, click on the filter button one more time.
In the filter popup screen, you see now a list of all saved buttons. Click delete on the one you would like to delete.
Clear Filter
Once the filter is on, a new button is now showing on the sub-module bar, clear filter.
Use the button below to un-filter the results and review all data.
Video Tutorial:
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