Introduction to Filters

You can filter any list by any order detail field. When viewing the list, click the Add Filter button on the top left of the list. This will open a new window where you can search for hundreds of data points related to the order.

Here is a short video that quickly shows the steps. Continue reading below for detail instructions.

 

 

Create a filter

Follow the steps below to create a filter. 

Step 1 — Click the Discover item in the menu, and then click the Add Filter button.

 

Next, you'll setup a query that looks for orders that match this rule.

Step 2 — In the popup, filter the fields in the listing by selecting and unselecting the categories on the left side. 

Step 3 — If you know precisely what you need, simply enter one or more words—such as "Billing State"—in the search field at the top of the popup. When the field you want appears in the listing, click on it and then enter the value and add the filter. You can enter multiple values by clicking the plus sign. 

 

Let's focus on order totals that are less than $50 USD.

Step 4 — In the field, enter "Transactional Total", then click Transaction Total.

 

Choose is less than from the drop-down, and then enter a value of "50". Then click Add Filter to save this filter.

 

Create another type of filter

Let's also create another filter for location, one that focuses on orders from Vermont (VT) or New Hampshire (NH). 

Step 1 — In the field, enter "Billing State", then click Billing State in the listing.

 

Step 2 — Let's add two states to this filter. One of those states is Vermont, so enter "VT" in the field and and click the + button.

 

The other state is New Hampshire, so enter "NH" in the field and click the + button.

Click the Add Filter button to save this as a new filter.