Searching and filtering lists
Looking for help with this feature in Polaris PSA or Polaris PPM? Check out Searching and filtering lists in the Polaris help.
To help you quickly find the items you’re looking for, Replicon allows you to search and filter each list that displays in the application. This applies to lists of users, timesheets, time off bookings, expenses, projects, programs, clients, invoices, and more.
Replicon includes two key types of filters: search filters and status filters.
Search filters filter the list by the criteria you select. You can use multiple filters at once, if more than one is available.
Enter search text to easily find the criteria you want to filter by, and then select the search criteria.
In some filters, no drop-down options are available. To use these filters, enter a search term. The list will update as you enter filter text.
In the Administration section, you can filter lists to exclude disabled items by deselecting the Show Disabled… check box located in the top, right-hand corner of list pages.
In the case of the Users page, you can choose to show only enabled users, only disabled users, or all users.
Status filters filter by the status of the items in the list. Click a status to filter the list by that status.
The status in question depends on the list in view – the status could, for example, be an item’s approval status, a project’s completion status, or an item’s billing status.
Status filters also provide a scannable overview of how many items match each status.
How report filters work
Sorting timesheet rows
Selecting and reviewing payroll data
Setting up groups
Using data import to mass add, update, and delete data