Filtering Jobs in the Jobs List

Use the filter options to control the records that you see in the list of jobs.

About Filtering Attributes

The following table describes the filters that are available in the attributes.

Table 15-1 Filtering Attributes

Attribute	Filter Type	Operators	Values
Name	List	Equals Does Not Equal	Auto Match Import Transactions Import Transactions and Auto Match Export Journals Reopen Journals Export Transactions as of Date Balance Report Transactions Export Transactions - Unmatched Cosmetic Changes Report Delete Transactions Delete Match Process Archive Transactions Unmark Archive Transactions Export - Transactions Group Attribute Values Unmatch Transactions Generate Reports Purge Transactions
Status	List	Equals Does Not Equal	Pending Running Complete Error
Created By	List	Equals Does Not Equal	Displays all available users
Start Date	Date	Equals Between Before After	Start Date can be a single start date or a range. You can also select a time.
End Date	Date	Equals Between Before After	End Date can be a single end date or a range. You can also select a time.
Match Type	List	None	The list of Match Types defined in the system.

Steps to Filter Jobs in the Jobs List

To filter jobs:

1. From Home, select Application, and then Jobs.

   The Jobs list is displayed.

2. Click Transaction Matching to display the Transaction Matching jobs.

3. Click on an attribute to display the filter options. You can filter jobs using these attributes:

   • Name
   • Status
   • Created By
   • Start Date
   • End Date
   • Match Type

4. Select an Operator (for example, Equals) and Value (for example, Auto Match) from the drop-down and press Enter.

   You can create many different filters to change how you view the jobs. If there is no filter, it displays as All. In the following image, there are no filters on Name, Created By, Start Date, End Date, and Match Type. There is a filter on Status and it is set to Succeeded, which means that only jobs that completed successfully are displayed.

   
   
   

   Note:

   The last used filter will be saved in the attributes. This means when you log out and back in again, it shows the same filter.