Custom filters

Custom filters can — as the name suggests — be created by the user.

They are then available in various places in the system, e.g. in the custom reports, in the year in review and in various other statistical evaluations.

A custom filter restricts a result set of a report to what is declared in the filter. For example, we can apply the "Automotive" filter to an annual revenue report and see how much revenue our company made in the automotive sector.

Use cases for custom filters

Filter "Food-Branche"

A "Food-Branche" filter could include only our customers from the food sector with all their customer accounts and jobs.

Filter "Reiskosten"

If you create a travel-expenses job for each customer, you can create a custom filter that considers all customers and all customer accounts, but only evaluates the jobs named "Reisekosten" of all customers.

Filter "Retainergeschäft"

If you maintain two customer accounts for your customers — one for project business and the other for retainers, i.e. fee-based business with, for example, annual contracts — you can create a custom filter that includes all customers but only the retainer customer accounts with their jobs.

Filter "Team Media Production"

Does your company have teams and assign customers to them? Then it makes sense to create a custom filter for each team and assign the team's customers with all their customer accounts and jobs to the filter.

Define project types with custom filters

Custom filters are also suitable for defining certain project types.

Examples: Digital projects Print projects Events Studio projects Workshop projects

You can learn how such project types are defined and used in this video: