Advanced filter options allow you to filter activities according to specific parameters. In this article, you'll learn about using Advanced filter options.
Using Advanced filter options
To view the list of parameters, click the filter box at the top of the Activity stream (Figure 1).
Figure 1: Advanced filter options box
You'll be presented with a list of available filters to choose from including My activity, Unread activities, Creation date, Last updated, and Activity type. You can also access additional filter options by selecting Bookings, Session packages, or Transactions. 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 want to reuse it. This can be useful when only certain activities are relevant to you. Learn more about creating Custom filters
TipYou can share filters between members of your organization. Learn how to send a filter to another User
Advanced filter options list
The following filters allow you to filter through all activities in the Activity stream.
| Filter name | Description |
| Free text filter | Filter the Activity stream based on any information you type in. |
| My activity | Filter the Activity stream to show all bookings for which you are the Owner, Editor, or Additional team member. |
| Unread activities | Filter the Activity stream to show unread activities for Bookings, Session packages, and Transactions. |
| Creation date |
|
| Last updated date |
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| Activity type | Filter the Activity stream to show Bookings, Session packages, or Transactions. |
Customer filters
| Customer filters name | Description |
| Customer name | Filter bookings by Customer name |
| Customer email | Filter bookings by Customer email |
| Customer company | Filter bookings by Customer company |
Bookings filters
The following filters allow you to filter the Activity stream for bookings only.
| Bookings filter name | Description |
| Meeting time |
|
| 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 Event type name, it will be reflected in the filter and in the Activity stream. |
| Booking page name | Filter bookings by Booking page name. If you update the Booking page name, it will be reflected in the filter and in the Activity stream. |
| Master page name | Filter bookings by Master page name. If you update the Master page name, it will be reflected in the filter and in the Activity stream. |
| Booking page Owner | Filter bookings by Booking page Owner name. If you update the Booking page Owner, it will be reflected in the filter and in the Activity stream. |
Session packages filters
The following filters allow you to filter the Activity stream for Session packages only.
| Session packages filter name | 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 Event type name, it will be reflected in the filter and in the Activity stream. |
| Booking page name | Filter bookings by Booking page name. If you update the Booking page name, it will be reflected in the filter and in the Activity stream. |
| Master page name | Filter bookings by Master page name. If you update the Master page name, it will be reflected in the filter and in the Activity stream. |
| Booking page Owner | Filter bookings by Booking page Owner name. If you change the Booking page Owner, it will be reflected in the filter and in the Activity stream. |
Transactions filters
The following filters allow you to filter the Activity stream for payment transactions only.
| Transactions filter name | Description |
| Refund transaction date |
|
| Payment transaction date |
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| 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. |