Helpful Tips and Tricks
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      2. Reconcile™
      3. Helpful Tips and Tricks

      How to Sort and Filter Service Cards

      An overview of the sort and filtering options available with Reconcile™.

      No two MSPs reconcile their billing in exactly the same way! Using our sort and filter functions enables you to view just the information you want, with no clutter. 

      Sorting and filtering are available from the Action bar: 


      1. The Action Bar
      2. Sort By:
      3. Filters
      4. Columns

      The Action Bar

      The action bar enables you to perform the following actions:

      Simple/Detailed View | Filters | Group By | Columns | CSV Export | Approve/Set Effective Date | Clear

      Reconcile_Action_Bar_on_your_Dashboard

      • Simple/List View will swap you between Card View and List View
      • Filters lets you adjust the Filters for your dashboard view
      • Group By changes your sort option
      • Columns lets you set which columns you wish to see
      • Export Button lets you export your Dashboard as a CSV
      • Approve is used to push Approvals or Changes to any highlighted cards/lines
      • Set Effective Date is used when you with to Approve a change with a different date(such as a proration)
      • Clear removes any other view settings

      When you are scrolling through your service cards, the total profit and review will remain at the top of the page, while the filters and sorting options will float on the page with you. 

      When saving your selections on the actions bar, these will remain applied until manually removed or the browser's cache is cleared. 

      Toggling between views will not affect the saved filters and settings.

      Group By: 

      You can use sort by to arrange your results based on the following options: 

      • Account
      • Service
      • Contract
      • Unit Type
      • Vendor Name

      Sorting by account name will always display the new found revenue cards ahead of the rest of the accounts.  If you do not wish for this to happen - you can filter out new found revenue. 

      Filters

      Filters enable you further narrow down your data by the following options: 

      • Accounts
      • Contracts 
      • Services
      • Vendor / Distributor Tag

      Pro Tier Filters:

      • Type - Filter the type of cards displayed. No change, Increases or decreases, or new revenue. 

      • Frequency - Monthly, Quarterly, Semi-Annually, Annually 

      • Cut off Date

      When you have filters applied to an account, the profit and revenue bar will show the relevant numbers for the filter data only. 

      Reconciles_Full_List_of_Filtering_Options

      Columns

      Let you set which information columns you wish to see for all line on your dashboard.
      Dashboard_column_options

      The columns that can be selected are:

      • Contract
      • Error (those lines with an error)
      • Vendor
      • Service
      • Unit Type
      • PSA units (count)
      • Vendor units (count)
      • Change ( + or -)
      • PSA Change (date)
      • Vendor Change (date)
      • Profit
      • Revenue

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