ReconNET Foundational Operator Filters


 

ReconNET has powerful search capabilities, allowing you to surface the information you need. Filters will help you perform your job more efficiently.

When you complete this course, you'll understand how filters can help you research, reconcile, and report on your accounts.

Overview

Reusable Filters

Find the data that you want.

A ReconNET filter will surface items that match the criteria you've defined.

They're intended for reuse.

  1. Define them
  2. Reuse for searching, reconciling, and reporting in ReconNET    

Q1

You filter to surface the items you want, effectively suppressing those you don't need. 

  • Absolutely nothing
  • A ReconNET filter will surface the items you want, only the data that matches the criteria you've defined.
  • A ReconNET filter will surface...zip, nada, nothing, zero.
  • Import, convert, and load data
What do filters do?

Q2

Filters are intended for reuse. You define them first, then they're available for use in ReconNET.

  • No
  • Yes
Should you create filters for one-time use?

Detail

The Basics

A filter is a set of criteria used to locate and sort items.

Use filters when: 

  • Searching (Reconcile > Search Items screen)

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Use filters when: 

  • Reconciling (Reconcile > Interactive Reconcile screen)

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Use filters when: 

  • Reporting (Reports > [Reports/Extracts])

Silent video‚Äč

= Organize your work

Search and Sort

A filter has two parts:

  • The Filter Criteria (the search) - The fields you want to filter on.
  • The Sort Criteria (the sort) - In what order you want the fields.  

Q1

A filter is a set of criteria used to locate and sort items, suppressing unwanted items.

Use filters when: 

  • Searching (Search Items)
  • Reconciling (Interactive Reconcile)
  • Reporting (Reports/Extracts)

  • Search Items window
  • Interactive Reconcile window
  • Some Reports/Extracts
  • Query by Example
When are filters used? (select all that apply)

Q2

  • Name of the filter
  • Filter Criteria
  • Security
  • Sort Criteria
Identify parts of a filter. (select all that apply)

Key Ideas

Key Usage

Filters are most often used by operators in the Interactive Reconciliation screen to reconcile their accounts. They use the 'Outstanding' filter to focus on any remaining exceptions.

Key Value

When you're ready to reconcile your accounts it takes two clicks to get to work: 

  1. Select the filter.
  2. Click 'Go'.

Having a filter defined for reuse saves you time. 

Implementation Considerations

Your access to, or restriction from, account information is configured by an administrator. This includes information surfaced by filters. The admin may organize access to a group of accounts, or individual accounts, assigned to a group of operators, or individual operators. 

Summary

Summary

Here's what you know.

Filters help you quickly surface information you need on a routine basis.

Two tabs define the search and sort: the Filter Criteria and the Sort Criteria.

Take Action! You'll use filters while researching, reconciling, or reporting on your accounts.

What else is there?

We did not cover the specifics of using a fully-defined filter just yet. That starts to get into the daily life of an operator, in the Interactive Reconcile and Search Items screens, which is out of scope for this course. We've yet to cover how the filtering works in reporting and extracts. Last, there are more than 30 fields available on the Field Criteria tab you'll want to review (PDF available under the More Reading section).

Distinctions and final notes

You cannot save a filter on the Query By Example screen. This is because QBE assumes a single use. That said, both QBE and Search Items use the very same layout for their results screen.   

More Reading

Additional Information on Filters

The following job aids are available: 

Field Definition Job Aid - this is a list of all search fields along with a description of the field's use.

Criteria Definition Job Aid - this is a list of search operators and how to use them.