Introduction

In wolkvox CRM, finding exact information and exporting it quickly is essential for data analysis. The Advanced Filters tool allows you to visually segment the records table of any module based on specific conditions.

Additionally, this tool is directly linked to the export function: you can use these same filters to download an Excel file (.xlsx) containing only the segmented information, or download the complete database if needed. In this article, you will learn step-by-step how to master both functionalities.

How to Apply an Advanced Filter

Enter the module where you want to perform the search.

In the upper right corner of the screen, click on the button with the Advanced Filters icon.

A panel will expand on the left side of your screen.

Note: If you are specifically in the Cases module, you will see an initial field called "Case Types" where you can select one or more types if needed.

• In the "Filter Fields" section, check the boxes (checkboxes) of the fields you will use as criteria. If the list is too long, click on "View all fields" to expand it.
• To the right of each selected field, choose the desired condition from the dropdown list. The options vary depending on the field type and include: Is, Is Not, Exact Value, Contains, Different, Empty, Does Not Exist, Starts With, and Ends With.
  • Below the field, enter or select the value that will be considered for the condition.

Use the "Search" field to quickly locate the specific field you want to filter, which is very useful in modules with a lot of information.

Finally, click the orange "Apply Filters" button located at the bottom of the panel. The central table will update, showing only the matching records.

How to Save and Manage Your Favorite Filters

If you perform a search frequently, you can save it to access it with a couple of clicks:

With your fields and conditions already configured, click on the "Save Filter" button at the top of the side panel.

A modal window will appear; enter a "Filter Name" (maximum 50 characters) and save.

To reuse it in the future, click on the button with the horizontal lines icon "Saved Filters" at the top of the panel.

You will see the list of your created filters. Each one has three icons:

• Apply (Check): Executes the filter immediately.
• Edit (Pencil): Loads the configuration into the panel so you can modify it and then click "Update Filter".
• Delete (Trash Can): Deletes the filter from your list.

How to Download Records to Excel

The system allows you to export the table information to an '.xlsx' file. The download behavior will depend on whether you have active filters or not:

• Download All Records: Enter the module without applying any filters in the side panel. Locate the "Download" button (icon with a tray and a downward arrow, located just to the left of the "Advanced Filters" button) and click on it. An Excel file with all the module records will be generated.
• Download Filtered Records: First, follow the steps in section 1 to apply a filter to the table. Once the main view shows the segmented results, click on the same "Download" button. The resulting Excel file will contain only the data that meets your search conditions.

Important Considerations

• Saving Limit: You can save a maximum of 10 favorite filters per user.
• Excluded Fields: Note that some fields, such as those of the "Attachment" type, do not apply to be used as filtering criteria.
• Data Visibility: To ensure you see all the information you need both on the screen and in the export, make sure your view columns are configured correctly.