List of Advanced filter options

Advanced filter allow you to filter activities according to specific parameters. To view the list of parameters, click the filter box at the top of the activity stream. You will be presented with a list of available filters to choose from including Bookings, Session packages, and/or transactions, based on creation date, unread and last updated. Once you have selected a parameter to filter by, you can refine your results by selecting additional filters.

You can also save a combination of filters if you wish to reuse it. This can be useful when only certain activities are relevant for you to see. Learn more about creating custom filters

You can share filters between members of your organization. Learn how to send a filter to another User

The following filters allow you to filter through all activities in the stream:

 
Filter name Description
Free text filter Filter the Activity stream based on any  information you type in.
Unread activity Filter the Activity stream to show unread activities for Bookings, Session packages, and Transactions.
Creation date
  • Today: search all activities created today. 
  • Last 3 days: search all activities created in the last 3 days from today's date and time. 
  • Last week: search all activities created in the last 7 days from today's date and time. 
  • Past dates: search all activities created in the past from today's date and time. 
  • Last month: search all activities created in the previous month from today's current month.
  • Specific dates: search for activities created in the date range you have selected.
Last updated date
  • Today: search all activities updated today. 
  • Last 3 days: search all activities updated in the last 3 days from today's date and time. 
  • Last week: search all activities updated in the last 7 days from today's date and time. 
  • Past dates: search all activities updated in the past from today's date and time. 
  • Last month: search all activities updated in the previous month from today's current month.
  • Specific dates: search for activities updated in the date range you have selected.
Activity type  Filter the stream to show Bookings, Session packages, or Transactions. 
 


Bookings filters

 The following filters allow you to filter the stream for bookings only:
 
Bookings Description
Meeting time
  • Today: search all activities created today. 
  • Next 3 days: search all activities created in the next 3 days from today's date and time. 
  • Next week: search all activities created in the next 7 days from today's date and time. 
  • This month: search all activities created in the current month.
  • Future dates: search all activities created in the future from today's date and time. 
  • Specific dates: search for activities scheduled or rescheduled in the date range you have selected.
Booking status Filter bookings to show requested, scheduled, rescheduled, canceled, no-show, or completed activities. 
Detailed booking status Filter bookings to show Requested (By Customer), Requested (Initiated by User), Scheduled (Approved by User), Scheduled (By Customer), Scheduled (Reassigned by User), Rescheduled (Approved by User), Rescheduled (By Customer), Rescheduled (Initiated by User), Rescheduled (Reassigned by User), Canceled (New times requested by User), Canceled (By Customer), Canceled (By User), Canceled (Reschedule requested by User), No-show (Set by User), or Completed (Set by System) activities. 
Event type name Filter bookings by Event type name. If you update the setup, it will be reflected in the filter and in the stream.
Booking page name Filter bookings by Booking page name. If you update the setup, it will be reflected in the filter and in the stream.
Master page name Filter bookings by Master page name. If you update the setup, it will be reflected in the filter and in the stream.
Booking page owner Filter bookings by Booking page owner name. If you update the setup, it will be reflected in the filter and in the stream.
Customer name Filter bookings by Customer name.
Customer email Filter bookings by Customer email.
Customer company Filter bookings by Company name.



Session packages filters

 The following filters allow you to filter the stream for Session packages only:
 
Session packages Description
Session package status Filter Session packages to show created, updated, or completed activities. 
Event type name Filter bookings by Event type name. If you update the setup, it will be reflected in the filter and in the stream.
Booking page name Filter bookings by Booking page name. If you update the setup, it will be reflected in the filter and in the stream.
Master page name Filter bookings by Master page name. If you update the setup, it will be reflected in the filter and in the stream.
Booking page owner Filter bookings by Booking page owner name. If you update the setup, it will be reflected in the filter and in the stream.
Customer name Filter bookings by Customer name.
Customer email Filter bookings by Customer email.
Customer company Filter bookings by Company name.
 


Transactions filters

 The following filters allow you to filter the stream for payment transactions only:
 
Transactions Description
Payment transaction date
  • Today: search all transactions paid today. 
  • Last 3 days: search all transactions paid in the last 3 days from today's date and time. 
  • Last week: search all transactions paid in the last 7 days from today's date and time. 
  • Past dates: search all transactions paid in the past from today's date and time. 
  • Last month: search all transactions paid in the previous month from today's current month.
  • Specific dates: search all transactions paid in the date range you have selected.
Refund transaction date
  • Today: search all transactions refunded today. 
  • Last 3 days: search all transactions refunded in the last 3 days from today's date and time. 
  • Last week: search all transactions refunded in the last 7 days from today's date and time. 
  • Past dates: search all transactions refunded in the past from today's date and time. 
  • Last month: search all transactions refunded in the previous month from today's current month.
  • Specific dates: search all transactions refunded in the date range you have selected.
Transaction status Filter bookings to show paid, refunded, refund pending, refund failed, or pending activities.
Transaction type Filter bookings to show PAYMENT (SCHEDULE), PAYMENT (RESCHEDULE), PAYMENT PENDING (SCHEDULE), AUTOMATIC REFUND (CANCELLATION), AUTOMATIC REFUND PENDING (CANCELLATION), MANUAL REFUND VIA SCHEDULEONCE, or MANUAL REFUND VIA PAYPAL

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