Filters give you options to segment the data in XBert in ways that are useful for you.
Filters can be used in addition to the Date Range Selector, the Processes, and the Client Column.
Saved Views sits within Filters and also your workboard header and allows you to save your filter segment so you can easily apply it in the future or set it to default to that segment at all times.
Select the Filters button on your header.
You will now see all filters for the work data.
Roles are set up on the Client page. When you filter on a role, you will see all work for the clients that person, no matter who they are assigned to. These filters are used to filter which clients appear in the worklist.
Filter by Partner - select a user from the list and see all work for that client no matter who it is assigned to.
Filter by Manager - select a user from the list and see all work for that client no matter who it is assigned to.
Filter by Acc/Bkkpr select a user from the list and see all work for that client no matter who it is assigned to.
You can combine these with the Assigned filter. E.g., I want to see the clients that John manages, but of that, only see the work assigned to Jane.
Filter by Assigned Team User to see all the work assigned to a specific user, you can only select one user at a time. Combine this is the Date Range Selector and Reporting Period to see, e.g. What Jane has due this week. What has John completed this week?
💡 TIP: Do not select a client role if you want to ensure you see all work assigned to this team user. As other filters might limit the clients that are shown.
Client Groups are set up in the settings and applied on the Clients page, this allows you an extra layer for segmenting clients e.g. A-Class clients, and B-Class clients.
Filter by the Status of your activities.
Not Started, In Progress, Waiting, For Review, Rework, Waiting on Client.
Filter by Filters such as
Resolved, Unresolved, Created By Me, Priority, Not Priority, Email Tasks,
Extension Tasks. Use these types of filters to find work that matches the type.
TIP: No Due date is best used on All and Reporting Period, to find all work that has not been allocated a due date.
💡 TIP: Turn on filters one at a time and check if it answers your query. This way, you build up the filters, knowing it works the way you want. Once you have a filter you always want to use, save it as a view so you never need to do this again.
What's Next?