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Coupa Success Portal

Filters

Filter bar

At the top of each menu item in the new interface is the Filters bar. The bar shows all active filters. At the left is the Filters button.

filter_bar.png

Only filters with criteria selected will narrow results in your table. If the filter is active but has no criteria selected, it does not impact the data. To filter your data, you must activate the filter and choose filtering criteria.

filter_no_criteria.png

No criteria selected, does not filter results.

filter_with_criteria.png

Criteria selected, filters results.

Filters button

The Filters button opens the Filters menu. This shows the filters for this menu item in Coupa Treasury.

filters_menu.png

Search: Type to narrow the filters shown. This allows you to find filter criteria faster. The smart search narrows the results from partial matches.

Current filters: These are the currently activated filters for your table. To remove a filter from this group, deactivate its check-box. The filter returns to the Available filters section.

Available filters: These filters are available for use in your table. To activate a filter, click the check-box. The filter moves to the Current filters section.

Individual filter buttons

filter_button.png

Search: Type to narrow the filters shown. This allows you to find filter criteria faster. The smart search narrows the results from partial matches.

Select all: The gray bar at the top of the drop-down menu features a check-box for selecting all criteria. The number shows how many of the available criteria are currently selected.

Criteria: For any filter, all available criteria are in the menu. To activate any criteria, click the check-box.

Keyboard actions

You can navigate, activate, and set filters using only your keyboard.

filter_bar_navigate.png

Ctrl + left or right arrows: Navigate the filter bar. As your selection changes, the menu opens for the selected filter.

Up and down arrows: Navigate the drop-down menu for the selected filter.

Tab: For date range filters, Tab moves between the from and to dates.

Space bar: Enter the current selection in the filter.

Esc: Exit the filter navigation.

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