Filters and queries

You can use different filtering options for displaying data of your finance operations.

Filters

In order to use filters for displaying operations, go to Finances view in your project, choose filter(s) add condition(s) and click Apply. You can filter by ID, operation type or even based on the fact if operation is approved or not.

In order to create a new filter, you have to create a new custom field. It can be then edited. There is no option to modify predefined filters.

To see new custom field in the list of filters you need to edit it and check Used as a filter in.

After you add all changes you want, please click Apply to see them below.

How to save a custom query

You can also save such combination of filters as a new query - just click on Save link next to Apply and Clear.

Note: Saving custom queries is available only in PRO version.

Name your new query and decide about visibility - should it be private, visible to certain roles only, or visible globally. Also, you can make this query available for all projects. Below you are able to edit settings of your query. After all click Save.

Similarly to creating new board, it will be visible in the right sidebar, depending on its visibily - only for you (under My custom queries) or other people (Custom queries).

finance custom query.png

Also, it is worth mentioning, that you can permit creating/editing custom queries to any role - just go to Administration - > Roles and permissions and check appropriate fields in. To read more about granting permissions click here.

Was this article helpful? Yes  No
69 from 143 found this helpful