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Filter a table from its column headers

Updated

Filter a table from its column headers (0:17)

Most tables in BCL, such as Transactions, Customers, your forms and your bookings, can be filtered straight from their column headers, like a spreadsheet. Use it to narrow a long list to the rows you need without opening the Filter panel.

This example finds the FPX payments on the Transactions page. Other tables work the same way:

  1. Click the icon next to the column name, here Channel.

    The Transactions table headers, with the filter icon next to Channel highlighted

  2. Tick the values you want, such as FPX, and click Apply. Long lists have a Search box, Select all and Deselect all.

    The Channel filter open with FPX ticked and the Apply button highlighted

  3. The table shows only the matching rows. The column’s icon turns blue with a dot, and the Active filters bar above the table lists the filter.

    The Active filters bar above the Transactions table, showing one filter

Filter more than one column to narrow the list further.

The icon next to a column name tells you which filter it has. Hover over it to see its name:

Icon Filter What you do
Magnifying glass Search in column Type part of a name, email, phone or order number
Funnel Filter by values Tick one or more values, such as a status or payment channel
Funnel Filter by number range Enter a From and To amount or count
Calendar Filter by date range Pick a Quick select range, or a From date and Until date

Quick select offers ranges such as Today, This week, Last 30 days and Last year.

The date filter on the Created column, with the Quick select ranges highlighted

You can remove filters in three ways:

  • Open the column’s filter and click Reset, or Clear for a text search.
  • Click the × on a filter in the Active filters bar.
  • Click the × at the right end of the Active filters bar to clear every filter.

Common issues

Why do some columns show a magnifying glass and others a funnel or a calendar?

The icon shows the kind of filter. A magnifying glass searches the text in that column, a funnel picks values or sets a number range, and a calendar sets a date range.

I filtered from a column header and now the Filter button shows 1. Is that the same filter?

Yes. Where a column has a twin in the Filter panel, the two share one filter. Clear it from the header, the Filter panel or the Active filters bar.

My list looks short. How do I know a filter is on?

A filtered column shows a blue icon with a dot, and the Active filters bar above the table lists every filter. Click the × on the right of the bar to clear them all.

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