Sort or Filter an Agent's Collection - Mozenda
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Sort or Filter an Agent’s Collection

March 15, 2016

Large amounts of data can be difficult to manage without a system for filtering or sorting. Follow these steps to keep your data results under control.

  1. Open the agent in the Web Console.
    Click on an agent in the Agent tab to view the agent's Dashboard.
  2. Click the Manage Views button.

    A view controls how data is presented. By default, everything collected by an agent is shown, but we can create a new view to filter the displayed results.
    Manage Views is located in the upper right above the data grid.
  3. Click Create a new view.
    Create a new view is the first option in the Manage Views menu.
  4. Give the view a name.
    Name the new view in the text field at the top of the New View window.
  5. Check the boxes next to the fields you want included in the new view.
    Check the fields in the fields window that you want included in the view.
  6. Drag the fields into the order in which you want to them to appear in the collection.
    Fields can be dragged into any order.
  7. Click the Criteria tab.
    The Criteria tab is the second tab in the New View window.
  8. Choose a field to use in your criteria.

    You can use any field captured by this agent, even if you did not check that field in the Column Headings tab in step 5.
    Choosing a field to use for criteria.
  9. Choose an appropriate criteria type to use.

    The criteria types listed in the dropdown will depend on the type of data contained in the field you selected (such as number, date, etc.).
    The Criteria drop-down will display after choosing a field.
  10. Enter a value.
    Value is the second field in the Criteria entry window.
  11. Click Add.
  12. Click the Sorting tab.
    Sorting is the third tab from the left in the New View window.
  13. Choose the field you want to use to sort the data.
    Choosing a field to be used when sorting the data.
  14. Choose a sort order.
    Choosing a sort order in the Sorting tab of the New View window.
  15. Click Save.