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Ultimate Back Office Documentation

Learn About UBO Software

Filters

  • What You Can Use the Saved Filters For:
    • Use as filter for email recipients for Mass Email templates.
    • Create a customized report, in CSV format, right from the main table.
    • If you are keeping track of or performing the same set of operations to a specific list of subscribers, the saved filters will be a convenient way to handle them.

  • Click Filter in the Tool Bar.

fitler 1

Add a Filter

  • Go to Filter > Add.

add filter 2

  • Fill up the Filter window with your criteria to successfully create a filter.

filter window 1

  1. Filter Name – brief description for the filter you’re creating
  2. Logical Operators
    1. AND – the subscriber should satisfy the criterion to be included in the resulting list
    2. OR – the subscriber may or may not satisfy the criterion to be included in the resulting list
  3. Select the column by which you want to filter the table.
  4. Select the condition for the filter.
  5. Select/Type the desired standard of your filter.
  6. Delete the corresponding criterion row.
  7. Add more criteria below the current one. (This will only be enabled once the current criteria is completely filled up.)

 

Edit a Filter

  • Go to Filter
  • Choose a filter to edit from the Saved Filters panel
  • Click Edit

edit a filter 1

  • Update the criteria of the filter.

update criteria - filter 1

  • Then you can either
  1. Save – overwrite the criteria of the filter you’re editing
  2. Save As – add another filter with the criteria you’ve just set; this will retain the other criteria of the filter you’ve just edited
  3. Cancel – discard the updates you’ve made in the current filter

 

Delete a Filter

  • Go to Filter
  • Choose a filter to delete from the Saved Filters panel
  • Click Delete

delete a filter

Filter by Subscriber Status

  • You can filter the subscriber list using varying combinations of the Status toggle buttons.

filter by status 1

Filter by Column

  • Show the Column you want to use as filter.
  • Right-click the column header of that column.
  • Click Filter.

filter by column

  • Fill up the Filter window with your criteria to successfully create a filter, as in adding a new filter.

 

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