Filtering Cases

When searching on the Cases page, there are a variety of filters you can use to narrow down your results.



Selecting More Filters gives the following advanced options for filtering:



Firstly you can filter by the type of case. These case types can be edited and managed from the settings page, more information on this is available here.

You can also filter by status that the case is in. These statuses can be edited and managed from the settings page, more information on this is available here.

You can filter for cases that are specifically completed or in progress.

You can filter by a particular tag or group of tags. More information on tags is available here.

Here you can alter the order in which the clients appear. There are several options for this sort by field:

Created at

Name

Status

Last value

Completed at

Once these filters have been applied, you will see you have further options at the top.



The options in a will allow you to change whether the clients are ascending or descending and whether they’re shown as a list or as a grid.

As Plannr remembers any filters you’ve used when you revisit the page, the undo arrow (b) is a handy tool that allows you to undo those filters and restore to default settings.

Updated on: 07/05/2024