Filtering data

To more efficiently search for, monitor, and address issues, account managers can refine lengthy lists by filtering the data. Filtering is available for multiple pages.

Procedure

  1. Log in to Order Hub.
  2. Access the page that you want to filter the data for.
  3. Click in the filter field and enter the criteria that you want to filter the list by.
    Note: For some pages, specific filter templates are set up. For example, in the contract lines page, you can filter by product name, SKU, or additional criteria. In these cases, the process is similar with a few exceptions. Click after Contains enter the criteria that you want to filter the list by, then press Enter. You see that a tag is now created for the filter. Click Apply. You see that the list now only includes the lines with the criteria that you entered.
  4. Click in the filter field and select the operator for your filter.
  5. Click in the filter field and enter the value for your filter. You see a tag that is created for that filter and the table is updated to show the filtered results.
  6. To remove filter criteria, click the trash can icon that is next to the criteria that you want to delete. You can remove all criteria or specific criteria. The table updates when you click the icon.
  7. To save the filter, click Save filter, enter a filter name, and click Save.