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Wisenet

      How to Use Filtered Lists

      The Filtered Lists feature in Wisenet allows you to:

      • Filter a set of records by specific fields and values
      • Review and discover records
      • Update filtered records
      • Perform specific actions for the filtered records, i.e. send email
      • Export selected records to a range of export options

      Save your filtered views by using the Saved View option.

      NEW: Export your records in csv format using our Export Data feature.

      Pages in Wisenet with the Filtered Lists feature

      NOTE: Each filtered list page has its own filters and actions.

      How to Add a Filter

      1. Navigate to the relevant LRM page.
      2. Click on the Add Filter link.
        • A window will appear.
        • Select the field you wish to filter by.
        • Depending on the field you select, more filtering criteria will appear.
        • Use the options to specify what you are looking for.
      3.  Click Done.
        • Your filtering criteria will show on top of the filtered search results.
      4.  Click the Add Filter option again if you wish you include additional filters.
      5. To remove a filter click on the red X.

      Other Search Functionalities

      There are several functionalities available when searching data in LRM:

      1. The Search Box
      2. The Sort By Function
      3. The Select Function
      4. The Saved View Function

      Viewing Options in LRM

      The data can be displayed in three different views:

        1. Table View (default – shown here)
        2. Expanded List View
        3. List View

      Click on an icon to change the view.

      NOTE:

      1. Search results are shown grouped by 20 records per page. The total number of records is displayed at the top of the list.
      2. Use the pagination option to navigate across records. You can display more than 20 records per page by changing the # per page in the dropdown box

      The Sort By function

      For Table view, use the arrows to sort by column.

      For List and Expanded List views, use the Sort by dropdown menu to sort by the fields shown in the dropdown box.

      The Select function

      Some filtered lists allow you to select one or more records to trigger an action. These lists will have checkboxes to the left of each record. There are 3 ways that you can select records:

      1. Individual Record – Select a record by ticking the checkbox of the record you wish to select
      2. Select All Records on page – A count of the filtered records is visible above the table with an option to select. Click Select and then choose the All on Page option, which will select all the records on the current page of results.
        1. You can increase the number of records appearing on the page using the option at the bottom of the table
        2. Unselect individual records from the list (if required) by unticking the checkbox next to the relevant record(s).
      3. Select records All records – same as above but click All Records. This selects all records that match the filtering criteria.
        1. At least one filter needs to be applied before this option will appear.

      Once records are selected you can select an action to perform

      The Saved View function

      How to create a Saved View

      Create a Saved View for a filter/set of filters that you frequently use.

      1. Add your filter(s).
      2. Click on the Saved Views icon.
      3. A pull-out drawer will open.
      4. Enter a Name for your Saved View.
      5. Click Add.
      6. Your new Saved View will appear under the Saved Views section.

      NOTE: To access Saved Views, click on the Saved Views icon at any time.

      Data Export

      The Data Export feature allows you to export data from Wisenet in CSV format.

      Learn more: Data Export