Filtering the view

In many CCA Supervisor windows, you can filter the items that are shown, based on the contents of one or more columns. When you apply a filter, only the items that satisfy the filter are displayed. For example, if you filter the agents view based on the name Smith, then only agents with that surname are displayed. You can filter on text, numeric and date columns.

Each column can have only one filter applied to it at any time, but you can set up filters on as many columns as you like. The effect of multiple filters is cumulative; in other words, an item is visible only if it satisfied all the filters you have applied.

In this topic:

Determining whether a filter is currently applied in a window
Adding or editing a filter
- Defining the filter
  - Filtering operators
- Applying multiple filters
Removing a filter
Filtering availability

Determining whether a filter is currently applied in a window

When a filter is currently applied on a column, the following icon is displayed in the column heading:

You can click this icon to edit or remove the filter.

If a filter is currently applied on any column, a message is also shown in the window's title bar (which is visible if the window is not maximized):

Adding or editing a filter

To add a filter, or edit an existing one:

Hold the mouse pointer over the heading of the column you want to filter on, and click the filter icon:

The filter window appears:
Define the filter, as described below.
Click OK.

Defining the filter

There are two ways to define a filter. The simplest is to directly specify which items should be displayed.

To filter by selecting items:

In the filter window, select item filter.
In the list of items, de-select the items you want to be hidden.

The second way to define a filter is by specifying an expression. Items in the column matching that expression will be displayed; items not matching the column will be hidden.

To filter by defining an expression:

Select custom filter.
If this is a text column, in the box on the right, enter the text that you want to match. For example, to match on the word tracking, you would enter that here:

Instead of typing text in the box, you can also select any of the values currently displayed in the column.
If this is a date column, on the right select a date you want to match and, below it, a time.
In the drop-down list on the left, select the comparison operator appropriate to the type of match you want to make, as described in the table below. Note that filters on text columns are not case sensitive (it does not make any difference if you enter the text as lower or upper case, or as a mixture of the two).

Filtering operators

operator	Effect
Above Average...	Numeric columns only. If you select this operator, you do not need to enter a value as a comparison. The view will be filtered to show the items with values above the average for the selected column.
Below Average...	Numeric columns only. If you select this operator, you do not need to enter a value as a comparison. The view will be filtered to show the items with values below the average for the selected column.
Between...	Date and numeric columns only. For date columns, the filter is satisfied if the date in the column is between the two dates you specified, including the dates specified. For example, if you specify 1 January 2015 and 31 December 2015, any items whose date falls in 2015 will be displayed. For numeric columns, the filter is satisfied if the value in the column is between the two numbers you specified, including the numbers you specified. For example, if you enter 0 and 5 as the numbers, then any items with numbers greater or equal to 0 and less than or equal to 5, will be displayed.
Begins with...	Text columns only. The filter is satisfied if the text in the column starts with the text you entered. For example, if you enter July, any items beginning with July (July 2014 tracking study, July 2015 tracking study, etc.) will be displayed.
Contains...	Text columns only. The filter is satisfied if the text in the column contains the text you entered. For example, if you enter July, any items containing the string of characters July will be displayed (e.g. July 2015 tracking study, 2015 tracking study July).
Does Not Contain...	Text columns only. The filter is satisfied if the text in the column does not contain the text you entered. In effect, this means items are hidden if, in the selected column, they contain the characters you entered. For example, if you enter tracking, any items containing the string of characters tracking in the column will not be displayed.
Does Not Equal...	For text columns, the filter is satisfied if the text in the column is not an exact match for the text you entered. In effect, this means items are hidden if, in the selected column, they contain exactly the characters you entered. For example, if you enter tracking, any items with just tracking in the column will be hidden; all others will be displayed. For date columns, the filter is satisfied if the date in the column is different rom the one you specified. For numeric columns, the filter is satisfied if the value in the column is not equal to the one you specified.
Ends With...	Text columns only. The filter is satisfied if the text in the column ends with the text you entered. For example, if you enter study, any items ending with study will be displayed (e.g. July 2015 tracking study would be; July 2015 tracking would not).
Equals...	For text columns, the filter is satisfied if the date or text in the column is an exact match for the date or text you entered. For example, if you enter tracking study, any items with just tracking study (and nothing else) in the column will be displayed; all others will be hidden (e.g. July 2015 tracking study). For date columns, the filter is satisfied if the date in the column is the same as the one you specified. For numeric columns, the filter is satisfied if the value in the column is equal to the one you specified.
Greater Than Or Equal...	Date and numeric columns only. The view will be filtered to show only the items whose value in the selected column is greater than, or the same as, the number specified (for numeric columns); later than, or the same as, the date specified (for date columns).
Greater Than...	Date and numeric columns only. The view will be filtered to show only the items whose value in the selected column is greater than the number specified (for numeric columns); later than the date specified (for date columns).
Less Than or Equal...	Date and numeric columns only. The view will be filtered to show only the items whose value in the selected column is lower than, or the same as, to the number specified (for numeric columns); earlier than, or the same as, the date specified (for date columns).
Less Than...	Date and numeric columns only. The view will be filtered to show only the items whose value in the selected column is lower than the number specified (for numeric columns); earlier than the date specified (for date columns).
Top 10...	Numeric columns only. If you select this operator, you do not need to enter a value as a comparison. The view will be filtered to show the ten items with the highest values in the selected column.
Regular Expression...	Text columns only. Allows you to build a regular expression as a search pattern for your filter. In a regular expression, you can enter special characters as "wild cards" to match one or more unknown characters in the column values. `.` represents any single character (so 1.3 would match 113, 123, 133, etc.) `` represents any character or characters, or no character in that position (so day would match day, Monday, Tuesday, Wednesday, etc.) + represents any character or characters, but at least one character must be in that position (so +day would match Monday, Tuesday, Wednesday, etc.) More complex filters can be defined with regular expressions. For more information, please see this article.

Applying multiple filters

You can apply more than one filter at a time; only the items that satisfy all current filters will be displayed. In the previous example, if you also set up a filter based on agent status logged off, then only those agents called Smith who are currently logged off would be displayed.

Removing a filter

To remove the filter on a column:

At the top of the column, click the filter icon:

The filter window appears.
Click clear filter.
Click OK.

Filtering availability

You can filter the contents of the following windows in Supervisor:

Agents
Tasks
Contact lists
Reports
Restrictions
Messages
Skills
Locations
Web rooms
Email boxes
Inbound numbers
Projects
Routes

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