Custom Filters
Overview
Custom Filters can be applied to lists and reports throughout Maintenance Pro Web. This filtering system allows data to be refined based on specific criteria. While the search box provides a quick way to locate assets, more advanced results can be achieved by creating and using a custom filter.
A video overview of the Custom Filter feature can be found at this link: https://youtu.be/RTGWPUybdVo.
Create New Custom Filter
Access this feature by selecting the filter icon on the search bar.
If no filters have been configured, clicking the filter icon will open the New Custom Filter screen. If filters already exist, a new filter can be created by selecting the New option.
Setting Up Conditions
On the New Filter screen, a data point can be selected from the available list to apply a filter. The fields in the dropdown list vary by screen or report, as each section of the application contains its own relevant data points.
Once a data point is selected for filtering, a second dropdown menu appears to define how the filter is applied. The options in this menu vary based on the data type, whether text/string or numerical.
In the example below, the filter is applied to the equipment's Make field. The condition is set to return results where the Make is exactly equal to Ford.
This means the filter will exclude any equipment entries where the Make value is not an exact match—for example, entries like "Ford1," "F ord," or "Fo rd" will not be included. When using the Equals option, the value must match exactly, including spelling and spacing.
Similarly, you can use the Does Not Equal option to display a list of all equipment where the Make is not "Ford."
The Begins With and Ends With options match the search term to either the start or end of the Make value. For example, selecting Begins With "Ford" returns results like "Ford Motor" or "FordX," but excludes entries such as "Blue Ford."
The Contains option checks whether the specified term appears anywhere within the Make value. For instance, if the unit's make is "ChevyFordChevy," it will still appear in the filtered results because "Ford" is present within the value.
The Does Not Contain option excludes results that include the specified term anywhere in the field. For example, "ChevyFordChevy" would be excluded when filtering for Does Not Contain "Ford."
For non-text fields like dates, the dropdown will offer different options—for instance, X Days allows filtering records within a specific number of days from today.
Numerical values will give you Less Than or Greater Than options.
Conditionals: AND / OR
Multiple criteria can be added to a single filter using the +OR and +AND options. The example below demonstrates how these function using the Equipment List custom filter.
Use the +OR and +AND options to add multiple criteria to a single filter. The Equipment List custom filter example below demonstrates how these options function.
The AND operator means that both conditions must be met for a result to appear. In the example above, the filter returns equipment with a Make of "Ford" and a Fuel Type of "Unleaded." If a unit is a Ford but uses Diesel, it will be excluded.
Multiple AND and OR statements can also be combined to create more advanced custom filters.
Remove Condition
To remove a condition, click the red X located on the right side of the filter row.
Save Custom Filter
After making your selections, enable the Save Filter toggle to Save the filter for future use.
When Save Filter is enabled, a dialog box will appear allowing you to enter a name for your filter.
Clicking Save and Apply will save the filter for future use. If you only want to apply the filter temporarily without saving it, simply skip the Save Filter step and click the green Save and Apply button to apply the filter immediately.
Apply Previously Saved Filter
Saved filters can be accessed by clicking the filter icon. Selecting the icon displays all saved custom filters.
If the Create New Filter screen appears automatically, it indicates that no saved filters currently exist for this screen or report.
Clear / Remove Filter
After creating and applying a new custom filter or selecting a saved filter, the filtered results will display on the screen. The filter icon will turn red to indicate an active filter is applied.
To return to the unfiltered results, click the red filter icon on the search bar to clear the active filter.
Manage Saved Filter List
To edit or delete saved filters, click the filter icon and select Manage.
This screen shows a list of all saved filters.
To edit a filter, click its name in the first column. To apply a filter, click the blue Apply button on the right. To delete a filter, click the red X on the right side.