Sort through key record to find what you need
Cotiss offered advanced filtering for viewing and reporting on your Contract Repository and Vendor records. Cotiss core fields, as well as custom fields are available for filtering and can be combined to create a holistic overview of contracts.
After adding filters, the filter selected is stored in the URL and can be bookmarked. In addition, you can export contract data to CSV for further analysis and reporting.
Where to filter
Filtering is available for two key records; Contacts and Contracts. For each filter you set, records must meet all of the criteria in the filter group to be included in the results.
Select filter criteria
There are several options for choosing how to filter data
- is any of: select multiple values. An object's field must have one of these values to be included in the view.
- is none of: select multiple values. An object's field must have a value that does not match any of the selected values to be included in the view.
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contains exactly: enter a value. A object's field value must contain the exact text entered to be included in the view.
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doesn’t contain exactly: enter a value. A object's field value must not contain the exact text entered to be included in the view. Objects with no value for the property will also be included.
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is after: for Date picker fields, select a date on the calendar. An object's field must have a date value that is after the selected date to be included in the view.
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is before: for Date picker fields, select a date on the calendar. An object's field must have a date value that is before the selected date to be included in the view.
- is greater than: for Numerical fields, enter a number. An object's field must have a value that is greater than the entered number value to be included in the view
- is less than: for Numerical fields, enter a number. An object's property must have a value that is less than the entered number value to be included in the view.