Note: Posting filters always show a calculation of which period is optimal to use in terms of speed, with a maximum of minus 12 months from today's date at startup.
In the [Field name] field, you can choose from all the fields available in the current screen.
If you need to filter on multiple field names, you can add more fields by pressing [+]
In the [Filter by] field, the search string can be entered or selected. To select the search string, press [▼].
Here you can select values just like we know from the column headers in regular screens.
You can now see that there is an active filter in the screenshot. The filter button turns green.
We have reintroduced that filters can be saved together with the layout. Many companies that work with large amounts of data want this, as it limits how much data can be retrieved from the server when the screen is opened.
Example of searching/extracting zero values
If you want to filter out null values, for example in inventory items, you can type '!null'. If you want to show all inventory items that do not have an item number, type 'null'
NB: ! means not
Examples of * filters (wildcard search)
"ha" searches exactly on "ha" and only that.
"ha*" searches where the first two characters in the field are "ha" The rest of the field can contain any character.
"*ha" searches where the last two characters in the field are "ha" The rest of the field can contain any character.
"*ha*" searches where somewhere in the field says "ha" The rest of the field can contain any character.
In the Fields editor, you will now be able to add advanced filters.
From And, you can click + and create a new Condition, a new condition for your filter.
It is also possible to add a group (Add Group). A group is used, for example, to group a set of data using an OR.
If you need even more advanced filters, you can select Add Custom Expression and type directly into your filter.
Enter the filter
The Advanced filter function allows you to create advanced filters that can be saved with the Layout
Example of an AND/OR filtering
Here you search the financial records and will see an amount between -500 and 0 DKK. And it must apply to two debtors that are inserted with an Or-Group. A Group is inserted by clicking + next to And.
Example of Custom Expression
Here is an example of how you would see all items where the amount is greater than 0.
Here is an example of when you want to see items from last month where the amount is greater than 0 and the debtor is either 129 or 1231234.
Multi-filter using the small funnel
It is possible to click the small funnel icon in the header of each field. You can then filter on multiple values in the same field:
For example, if you select Contains, this means that you can write a part of the text that the filter should contain. For example, if you type "act", you will find at least all places that say "invoice".
Displaying [Show "Filter by field"] can be set up by default under the user's profile. Read more here.
Filter and Clear filter
The Server Filter feature in Uniconta allows you to search for specific values or ranges of data in individual fields.
In the [Field name] field, you can choose from all the fields available in the current screen.
If you need to filter on multiple field names, you can add more fields by pressing [+]
In the [Filter by] field, the search string can be entered or selected. To select the search string, press [▼].
Here you can select values just like we know from the column headers in regular screens.
You can now see that there is an active filter in the screenshot. The filter button turns green.
We have reintroduced that filters can be saved together with the layout. Many companies that work with large amounts of data want this, as it limits how much data can be retrieved from the server when the screen is opened.
Examples of filters
Specific Date: 01-01-2017 From Date onwards: 01-01-2017 From and to Date: 01-01-2017..31-12-2017 Example of searching in checkboxes If you want to filter on checkboxes, you can type '1' to show the active (forced) checkboxes and type '0' to show the non-active checkboxes.
Example of searching/extracting zero values
If you want to filter out null values, for example in inventory items, you can type '!null'. If you want to show all inventory items that do not have an item number, type 'null'
NB: ! means not
Examples of * filters (wildcard search)
"ha" searches exactly on "ha" and only that.
"ha*" searches where the first two characters in the field are "ha" The rest of the field can contain any character.
"*ha" searches where the last two characters in the field are "ha" The rest of the field can contain any character.
"*ha*" searches where somewhere in the field says "ha" The rest of the field can contain any character.
Dynamic Server Filters
Version-91 from 13/10/2023 Using dynamic server filters allows a server filter to always delimit on dates from today's date. There are five types of dynamic server filters. Today Today+/number of days Search from today and 60 days ahead Written as Today..Today+60 Month Month+/number of months - always from start month. Search from start of previous month to today Written as Month-1..Today Endmonth EndMonth+/- number of months - always to the end of the month. Search from today to the end of next month Written as Today..EndMonth+1 Last month should be retrieved as Month-1..Endmonth-1 Year Year+/-number of years - always from start year. Search from start year to today Written as Year..Today Endyear+/- number of years - always to end of year. Endyear+/- number of years - always to end of year. Search from today and end of next year Written as Today..EndYear+1 Last year should be retrieved as Year-1..Endyear-1 NOTE: Custom fields with the date format cannot use this feature. These calls also work via our APIAdvanced filter
With advanced fillets it is possible to combine search criteria with AND and OR phrases. Select Advanced in the Column header menu. Right-click in the column header and select Advanced filter.
In the Fields editor, you will now be able to add advanced filters.
From And, you can click + and create a new Condition, a new condition for your filter.
It is also possible to add a group (Add Group). A group is used, for example, to group a set of data using an OR.
If you need even more advanced filters, you can select Add Custom Expression and type directly into your filter.
Enter the filter
The Advanced filter function allows you to create advanced filters that can be saved with the Layout
Example of an AND/OR filtering
Here you search the financial records and will see an amount between -500 and 0 DKK. And it must apply to two debtors that are inserted with an Or-Group. A Group is inserted by clicking + next to And.
Example of Custom Expression
Here is an example of how you would see all items where the amount is greater than 0.
Here is an example of when you want to see items from last month where the amount is greater than 0 and the debtor is either 129 or 1231234.
Filter on data in fields
For example, if you are in an entry screen and only want to view all entries with a specific date, you can right-click on an entry with this date in the date field and select Filter to filter on this particular date.
Multi-filter using the small funnel
It is possible to click the small funnel icon in the header of each field. You can then filter on multiple values in the same field:
Filter by field
You can also right-click on a random column header in your screenshot and select View "Filter by field", allowing you to enter filter values for multiple columns in the same screenshot in the "filter bar" that appears:
For example, if you select Contains, this means that you can write a part of the text that the filter should contain. For example, if you type "act", you will find at least all places that say "invoice".
Displaying [Show "Filter by field"] can be set up by default under the user's profile. Read more here.