Seach/Filter

The filter feature on Udara360 allows users to narrow down displayed data based on specific criteria. This feature is helpful for particular entries, such as transaction records, user activities, or dates. Applying customised filters helps you quickly find relevant information.

How to Use the Filter Feature

1. Access the Filter Option

The filter option is available on many pages within Udara360, such as invoices, user management, payment history, and more. Look for the Filter button, which is typically located at the top-right corner of tables or data sections.

2. Choose Filter Criteria

Clicking the Filter button will open a filter menu or panel with options to define the criteria you want to filter. Common filter options include:

• Account Number: User account number

• Customer ID: A customer's unique identifier

• Date Range: Select specific start and end dates.

• Status: Filter by payment or transaction status (e.g., “Pending” or “Completed”).

• Categories or Types: Filter by different data types, such as account types or user roles.

3. Apply the Filter

After selecting the desired criteria, click the Apply Filter button to display the filtered results. You can combine multiple filters (e.g., a specific date range and status) for more precise results.

Reset Filters

To remove the applied filters and view the full dataset again, click the Reset Filter button. This will clear all selected criteria and return the display to its original state.