Widget filters list

Updated

This article details all the filters available to use on widgets.

They are divided into several different sections. Different widgets will have a different selection of these sections available to filter on.

  • Chart options
  • Intervals
  • Order filters
  • Sales filters
  • Purchase filters
  • Contact filters
  • Product filters
  • Journal filters
  • Ticket filters
  • Custom fields

Chart options

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Use the chart options filters to configure how the data in the chart is displayed.

Field Description
Chart type

Choose how the chart will be displayed, from:

  • Line
  • Area
  • Bar
  • Stacked bar
  • Percent area
Break down by

Choose how many data series appear on the chart, and what each series represents. Pick from:

  • No breakdown
  • Contact
    • Country
    • Created by
    • Lead source
    • Owner
    • Status
    • Tags
    • Trade status
  • Order
    • Channel
    • Created by
    • Lead source
    • Order status
    • Shipping country
  • Purchase
    • Vendor
  • Product
    • Brand
    • Category
    • Product type
    • Reporting category
    • Reporting subcategory

Intervals

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Use the intervals filter to pick the date ranges displayed, and how the dates are broken down.

Field Description
Date

Choose what kind of date to filter on, from:

  • Contact
    • Creation
    • Last ordered
  • Order
    • Creation
    • Delivery
    • Payment due
    • Tax date

Accounting widgets have the following options:

  • Journals
    • Journal date
    • Journal created date
Inherit from dashboard Select whether to inherit the date range from the dashboard filters or not.
Shift
(Only if Inherit from dashboard = Yes)

Choose the offset from the dashboard date, from:

  • No shift
  • Previous day
  • Next day
  • Previous week
  • Next week
  • Previous month
  • Next month
  • Previous 90 days
  • Next 90 days
  • Previous year
  • Next year
 Date range
(Only if Inherit from dashboard = No)

Choose the date range to filter the widget on, from:

  • Custom date range
  • Yesterday
  • Today
  • Tomorrow
  • Last 7 days
  • Last 30 days
  • Last 90 days
  • Month to date
  • Year to date
  • Previous month
  • Previous year

 Start / End date
(Only if Inherit from dashboard = No and Date range = Custom date range)

 Choose the start and end dates of the period.
Increment / Time unit
(Only if Inherit from dashboard = No)

Choose the increment size of each data point. The increment must be a positive whole number.

For time unit, choose from:

  • Years
  • Months
  • Weeks
  • Days
Prior period
(Only in Accounting widgets)

Choose how to define the prior period, from:

  • Immediately before
  • Week before
  • Month before
  • 90 days before
  • Year before
  • Custom

Order filters

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Use the order filters to choose which orders are included in the displayed widget.

Field Description
Cancelled order Choose whether to include cancelled orders in the data.
Cancelled credit Choose whether to include cancelled credits in the data.
Channel

Choose which order channels to include in the data.

Note that if any channels are selected on the dashboard filters, the widget will only display the channels selected in both filters.
Lead source Choose orders assigned a particular lead source or set of lead sources.
Project Choose orders assigned to a particular project or set of projects.
Order status Choose orders belonging to a specific status or set of statuses.
Order type

Choose what kind of orders to display, from:

  • Sales order
  • Sales credit
  • Purchase order
  • Purchase credit

Note not all options may be displayed depending on the widget.
Price list Choose orders assigned a particular price list or set of price lists.
Invoiced Choose whether to display only invoiced orders or not.
Season Choose orders assigned a particular season or set of seasons.
Shipping country Choose orders with a particular delivery country or set of delivery countries.
Created by Choose orders created by a particular staff member or set of staff members.
Assigned to Choose orders assigned to a particular staff member or set of staff members.
Team Choose orders assigned to a particular team or set of teams.
Shipping method Choose orders assigned a particular shipping method or set of shipping methods.
Warehouse Choose orders assigned to a particular warehouse or set of warehouses.
Payment

Choose to display orders which have a particular payment status or set of payment statuses:

  • Paid
  • Partially paid
  • Unpaid
  • Authorized
  • Not applicable
Billing country Choose orders with a particular billing country or set of billing countries.

Sale filters

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Use the sale filters to filter on attributes specific to sales orders.

Field Description
Allocation

Pick the sales' allocation status(es):

  • Stock allocation not required
  • No stock allocated
  • Part allocated
  • All stock allocated
Fulfillment

Pick the sales' fulfillment status(es):

  • Not fulfilled
  • Part fulfilled
  • All fulfilled
Shipping

Pick the sales' shipping status(es):

  • No stock items
  • Not shipped
  • Part shipped
  • Shipping complete

Purchase filters

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Use the purchase filters to filter on attributes specific to purchase orders.

Field Description
Vendor (supplier) Choose to view only purchases from a specific vendor.
Drop-ship Choose purchase orders based on whether they're a drop-ship purchase order.
Stock status

Choose purchase orders based on the status of the inventory on the order. Pick from:

  • No stock tracked items
  • Not received
  • Part received
  • All received
  • Drop-ship not received
  • Drop-ship part received
  • Drop-ship all received

Contact filters

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Use the contact filters to restrict what contacts are displayed, or what orders are displayed on the basis of their associated contact.

Field Description
Search Search for specific contacts.
Trade status Choose to display results for contacts with a specific trade status.
Tags Choose to display results for contacts with a specific tag, or set of tags.
Status Choose to display results for contacts with a specific contact status, or set of contact statuses.
Lead source Choose to display results for contacts assigned a specific lead source, or set of lead sources.
Created by Choose to display results for contacts created by a specific staff member, or set of staff members.
Owner Choose to display results for contacts owned by a specific staff member, or set of staff members.
Price list Choose to display results for contacts assigned a particular price list, or set of price lists.
Country Choose to display results for contacts whose default addresses are in a specific country, or set of countries.
Team Choose to display results for contacts assigned to a specific team or set of teams.
Type 

Choose to display results for contacts of a particular type. Pick between:

  • Customer
  • Vendor
  • Staff

Product filters

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Use product filters to limit results based on product attributes.

Description Field
Name/SKU Search for specific products to display.
Product type Choose products based on their product type.
Brand Choose products based on their brand.
Category Choose products based on their category.
Option Choose products which have a specific option.
Option value
(only if Option is selected)		 Choose products which have a specific option value.
Product status

Choose or restrict products based on their status. Pick from:

Archived

Discontinued

Live
Vendor Choose products with particular vendors selected.
Season Choose products assigned to particular seasons.
Reporting category Choose products based on their reporting categories.
Reporting subcategory Choose products based on their reporting subcategories.
Stock tracked Choose products based on whether or not they are stock tracked.

Journal filters

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Use journal filters in accounting widgets to determine which journals should be included in the displayed data.

Field Description
Channel Filter journals based on the channels in their journal assignments.
Lead source Filter journals based on the lead source in their journal assignments.
Project Filter journals based on the project in their journal assignments.

Ticket filters

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Use ticket filters in ticket widgets to choose which tickets to include in the displayed data.

Field Description
Created by Filter tickets based on the staff member who created the ticket.
Owner Filter tickets based on the staff who owns the ticket.
Status Choose tickets to include in the data based on their ticket status.
Category Choose tickets to include in the data based on their ticket category.
Closed Choose whether or not to include closed tickets in the data.

Custom fields

The Sales, Purchase and Contact filters also allow you to add filters for custom fields.

To add a custom field filter, click "Show custom fields" in the relevant section:

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Your custom fields for that section will be displayed, allowing you to enter or select values to filter on. For example:

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