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Using dashboard quick filters

Modified on Fri, 01 Dec 2023 at 10:46 AM

At the top right of any dashboard or list, you will find a dynamic set of quick filters.
The example below is taken from the Journals List. 

Here, the quick filters allow you to narrow down the number of documents by:

Each quick filter offers a different way to narrow down your search by criteria:

Yes/No toggle

Drop-down choice

Date Ranges

Multi-Select (available from version 22.1 onwards)

Yes/No toggle

This simple toggle filters results by whether or not the document has been posted. The filter currently in use is orange. Clicking on the X removes the quick filter.

By clicking here, you activate a drop-down of all your account numbers. You can also start typing the number in the box. Clicking on the X removes the quick filter. 

Periods

Periods are very commonly used as a filter.  However, Period is a header field which contains a text value which is set in one of two ways:

1. Using a formula, which often extracts the period from the posting date for journals. 

2. By Automation manger if you are generating closing or reconciliation tasks.

When you click on Period, you will choose the specific period you are searching for.

This quick filter is only valid for your current session. It will have reset the next time you log onto Aico.

Date Ranges

The Date range filters data by one of two methods:

1. Choose the start and/or end date from the calendar date picker that appears.

2. Type in the number of days in the past you want to search by.

Please be aware you may not be able to see all documents depending on: 
  • What other filters you have behind the chart. It is not just the date range that effects which documents are displayed.
  • Your authorisation rights have a bearing on what you see. If you do not have the rights to view a certain company or document template you would not see, for example, any journals relating to that company.

Be aware the date range considers the date the document was created in Aico up to the date it's archived. This can cause some confusion when thinking about documents such as journals as the posting date of a journal can be earlier than the date on which the document was created in Aico.

It is common that a lot of postings are created in the first couple of days of the next month after the one being closed, and posted into that previous month. So, if you are searching for a journal that was posted in the previous month, it is better to use the "days in the past" filter rather than the to and from date.

Similarly, if you generate your reconciliations in the first days of the month following the closing period, then you would not find these if you set an end date of the last day of the period you are reconciling. 

You can only set and start and end date or the number of days in the past, not both. Once you select a start date, for example, the number of days in the past option will be grayed out. However, you can set just the start date to get everything after that time, or an end date to get everything before that time.

This quick filter is only valid for your current session. It will have reset the next time you log onto Aico.

Multi-Select (available from version 22.1 onwards)

You can now select multiple values in a dashboard filter. This allows you more flexible and fine grained reporting. 

Click on the multi-select icon which appears on the right-hand end of a filter when you hover.

1. Click all the items you want to filter.

2. A new Clear search filters button makes it easier to show that filters are set and remove them.
Each list will have different quick filters that have been set up by your administrator. You can't change the quick filters on shared dashboards, but you can create your own list and choose your own quick filters. If you would like to set up your own list, you can read more here.

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