Business support

Creating a simple filter to sort billing data in Bill Analyst

If you need to create a simple data filter, use the Original filter builder in Bill Analyst. This filter uses AND/OR operators and is limited to twenty comparison rows. If you need to create filters using ALL/ANY  combinations, searchable strings or up to fifty rows of criteria—use the Condition Builder tool.

フィルターを作成する:

  1. Click the Reports tab, then click the Billing Reports subtab. 
  1. Click Bill Analyzer.

Control Center opens Bill Analyst in a separate window.

  1. 設定タブをクリックします。
  1. In the Tools box, click Filters.
  1. Select the radio button next to the report you'd like to add a filter to, click Add Filter.
  1. Select Next for Original filter builder.
  1. Select the radio button for one of the following: 

    • Start a new filter.

    • Copy an existing Filter, then select a filter from the list. 

      When you share a filter with other users in your organization, users who are at or below your level in the master hierarchy will be able to use it, but they won't be able to edit or delete it.
       
  2. [OK]をクリックします。
  1. From any of the three lists, select your filtering parameters. 

    You can have up to twenty rows for each filter. The last row cannot be a group. Each group needs a condition. A filter cannot be saved if a group ends without a condition row. If a group contains no condition and ends, you'll get an error message.
  1. [保存]をクリックします。

New filters appear on the filter page (you may need to scroll down to see them). If you've shared a filter, there will be a notation in the shared column. You can also create (add) filters via the summary and detail tabs.

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