How to Use the Advanced Functions of Find Events

You can use Mazévo's Find Events tool in two modes, standard and advanced. The advanced mode allows users to select the columns to be displayed and the columns to filter the results.

What's different in the Advanced version

There are several features that we added in the advanced version that includes:

  • The overall look and feel of the filters screen have been improved.
  • The ability to select the columns that are displayed in the results. You can also remove any of the standard columns.  
  • The ability to pre-filter the data. This returns a smaller set of data, making the manipulation of the results quicker. 
  • The ability to rearrange the columns in the results grid
  • The ability to group the results by dragging columns to the grouping bar.  Within each group, you can control the sort order.
  • The ability to add additional filtering criteria to the results for each column.

Launching the advanced version

The advanced version can be found as an option in the main Find Events filter.

Find Events - Advanced Mode

 

Clicking on Advanced Filter displays this screen:

Find Events - The Advanced Options

Display Mode - Bookings  or Resources

The results for your search can display one row per booking (Display - Bookings) or one row per resource (Display - Resources).  When using the Resources mode, additional columns will be available for the results, including resource, service provider, quantity, and amount.

What columns are displayed

You can pick which columns are displayed in the results grid, including turning off any of the default columns by clicking in the display columns field. The list of columns includes all of the event questions defined in the system; you'll need to scroll through the list since there at the bottom.

Find Events - Display Columns

 

Filtering (Pre-filtering limits the amount of data returned to the results)

To add filtering, press the Add Filter button.

Find Events advanced mode.   The Add Filter button

After pressing the Add Filter button, use the checkboxes next to each field to select it.

Find Events - Filtering

 

After select one or more fields, press Add.

Find event - Filtering

 

The fields you select are now available to filter by.

Find Events - Pre Filters

 

Click into each filter field and use the checkboxes to select the filter values.

Find Events - Pre Filter - select buildings

When finished, adjust the date range and press Search to view the results.

 

Viewing and manipulating the results

Grouping

Just drag the columns up to the gray bar to group by that column.

Find Events - Grouping-1

Sorting 

Clicking on a column heading will sort the data by that column. Click once for ascending and click again for descending.  You can sort by multiple columns.

Find Events - Sorting

Changing Column Order

You can change the order of the column by dragging them around.

Find Events - Column Order

Filtering - Overall 

Use the Search for a Booking to filter by all columns.

Find events - filtering overall

Filtering by column

At the top of each column is a filter icon.  There are numerous options with and/or logic.

Find Event - Column Filtering