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Using Filters In Navigator

How to use filters to sort and find data.

Selecting Filters

To select filters, follow these steps:

  1. To select a Date Range, click the Calendar icon and then select the beginning and ending of the date range or select time periods from the Quickset.

  2. Click to select which of your company’s Trading Partners to view.

    1. From the drop-down menu that displays, check each of the boxes that correspond to the Trading Partners you want to view. Your choices are reflected in both the statistical graphs and the Data Grids. Click the box at the top of the list to select all Trading Partners.

    2. Click each box whose selection you want to eliminate from the view. Or click the box at the top of the list to eliminate all choices. 

  3. Click to select which of your company’s Customer Service Representatives (CSRs) to view.

    1. From the drop-down menu that displays, check each of the boxes that correspond to the Customer Service Representatives (CSRs) you want to view. Your choices are reflected in both the statistical graphs and the Data Grids. Click the box at the top of the list to select all Customer Service Representatives (CSRs).

    2. Click each box whose selection you want to eliminate from the view. Or click the box at the top of the list to eliminate all choices. 

Individual filters remain in place until they are reset. To do so, return to the drop-down menus, described above or click the individual listing in the Data Grid.