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 20 comparison rows. (If you need more detail, you can create an advanced filter that uses ALL/ANY combinations, searchable strings, and up to 50 rows of criteria using the Condition Builder tool.)

To create a filter:
  1. Click Reports, click Billing Reports, then click Bill Analyst.

    Control Center opens Bill Analyst in a separate window.
  1. Click the Setup tab.
  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 how you want to create the filter: (When you share a filter with other users in your organization, users who are at or below your level in the master hierarchy can use it, but they can't edit or delete it.)

    • To start from scratch, select the Create a filter of report type radio button, then select the type of  filter from the list.

    • To start from an existing filter, select the Copy an existing Filter radio button, then select the filter from the list.
  1. Click Ok.
  1. From any of the three lists, select your filtering parameters. 

    You can have up to 20 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. Click Save.

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.

Not quite right?
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