Filter Panels

Filtering options are configured and applied in File > Panel Information.

Note: The Filtering Accounts option is not available if using the SQL Server module.

Quick Filter

In Panel Information, tabs near the top of the window allow you to quickly filter panels alphanumerically by Name, City, Account, Panel Phone, Customer, and Region.

Selecting a column header further sorts the results on the grid. For example, to sort results alphabetically by city name, select City. To hide a column, right-click an item in the column that you want to hide, then select Hide Grid Field. To show all grid options, right-click any value and select Show All Fields.

To quickly filter data with a specific value, right-click the value that you want to filter, then select Filter By Selection. To add a value to the filter as an additional condition, right-click the value and select Add to Filter. To clear all filtering, right-click any value in the grid and select Clear Filter.

Create a Custom Panel Filter

Note: To access the Panel Information Filter window, ensure operator accounts have Advanced Filtering privileges enabled.

To create a custom panel filter, complete the following steps:

In Panel Information, select Panel Filter.
To create a panel filter, select Panel Filter. To create a user filter, select User Filter.
To view all active filters, select View Summary. To clear the search, select New Search.
In Fields, select a field to filter.
To filter results with a specific value, open the By Value tab. In Field Value, enter the value that you want to filter. In Search Type, select an option that matches the field value to results.
To filter results with a literal alphanumeric range, open the By Range tab. Enter values in Starting Range and Ending Range as needed.
Select OK.

Export Filter Results

Remote Link allows filter results to be exported as a tab-delimited text file. To export data, go to File Name and select More. Choose a location and name the file. To export panel filter results, clear Export Selected Users. To export user filter results, select Export Selected Users. To export results to the file, select Export.