Filters and Search

This article shows how to use the filters and search features to identify jobs and view job details.

Active jobs

By default, the system shows all Active jobs on the Jobs page. You can change the Active jobs filter at the top of the page to view the Activity log or Completed jobs, which is described in more detail below. For now, we'll focus on how to use the sub-filters and search to identify jobs.

Beneath the primary filter (set to Active jobs in the picture below) are three sub-filters:

  • The All-time filter can be changed to a specific timeframe, so only jobs within that timeframe are shown.
  • The All providers filter can be changed to a specific provider so only jobs for that provider are shown.
  • The All statuses filter can be changed to only show specific statuses (e.g., Conflict) rather than all. 

Jobs page filtering

In addition, you can use the search field to search for specific identifiers or text within a job.

For example, you can search for the Job # to identify a specific job. Click a job to view the job details.

filter_status

Search by Invoice Number

The filter feature allows users to search for a specific invoice number. Create a new filter and choose the # Invoice number field and enter the complete invoice number. The system will filter for the specific job that is linked to this invoice number. This feature can be used in both the Active and Completed Job List pages. 

Completed jobs

To view all of your completed jobs, change the primary filter at the top of the page from Active Jobs to Completed jobs. By default, all completed jobs are displayed. You can use the All time and All Provider sub-filters and search to identify specific jobs. Jobs that have been Marked as complete but are still being matched will show with the status Verifying. Once matching is complete the status will be changed to Completed.

Read more about what each job status means and how they are categorized between Active and Completed jobs, or click a job to view the job details


Activity log

The activity log is where you can view all account activity. By default, we show you all activities organized from newest to oldest. You can use the All-time and All providers sub-filters and search to identify specific jobs. Click a job to view the job details.

activity_log

Global search

In the left nav menu, you will find a magnifying glass. You can perform a text search across your entire account here. Results with matches will be returned.