Filters and Profiles

Filter

In order to filter and sort Transaction and Confirmation records, a standard filter option is provided. This is used to filter the information displayed by the page.

Selecting the Filter will open the Filter Criteria Selector. All columns available for display are listed in the left panel.

Selecting the columns to display:

Choose which columns should be displayed when viewing transactions and confirmations, by selecting the column in the left panel, and using the left or right arrow. The order in which columns are displayed can be changed by selecting a column and then using the up or down arrows to move the column around.

Applying a filter:

Once the display columns are selected, conditions and criteria can be applied to these columns in order to filter the data.

Conditions such as =, <, <=, >, >=, ‘between’ and ‘like’ can be applied based of the type of column.

Saving a Profile:

A profile can be saved by entering a name in the text box next to the filter column grids. Clicking Apply then saves this profile. Different profiles need to be saved for Transactions and Confirmations and the profiles can be viewed, loaded and edited on the Manual Recon, View Transactions and View Confirmations Screen.

Working with Profiles:

Profiles are viewed by clicking on the Expand Arrow Button to the right of the Filter link. All saved profiles are displayed. To load the profile click on the name. The edit button will open the Filter dialog box with the profile values already loaded. Clearing the filter grid will also clear the name of the profile. If you start typing in a name, Moorgate will suggest names of existing profiles that match the letters typed. Select one of these to write over an existing profile or add a new name to save a new profile. Delete will remove the profile completely.