Data Filters in PensionPro are used to narrow the results of data displayed when using Blast Email and Power Tools. These data filters allow the user to filter on items such as plan year end, project name, document specifications, Plan Cycle data, and other information to target specific data needed to execute a Power Tool or send a Blast Email.

Please Note: Prior to 1/28/2020 filtering in Power Tools would allow NULL values to return in filtered results for some fields. In the Early Access Version of PensionPro, NULL values will not return for filtered fields.

Tier Availability: Track, Team, Core, Essential, Premium, Business

Security Rights Required: Access Power Tools, Blast Email

  Note: Tabs and fields will vary depending on the tier the user is on.

Menu:

• How to Filter Data in Blast Email
• How to Filter Data in Power Tools
• Grouping
• Sorting
• Filtering

How to Filter Data in Blast Email

1. Click on the Options button under the Blast Email > Recipients tab.
2. On the right-hand side of the Options window, labeled Selections, are various fields found within PensionPro that can be retrieved to assist in the data filtering process.
   • Note: Each field can be expanded by clicking on the arrow next to it to display the underlying fields below it. Some of the underlying fields also have arrows which will allow them to expand. The fields selected will be returned within the grid as columns of data.
3. Data Filters can also be added to narrow the results of information returned.
   1. To add a Data Filter, click on the Add button located in the middle of the Options pop up box.
   2. In the left dropdown, select the desired field to filter.
   3. In the middle dropdown, select whether the value should be equal to, not equal to, starts with, ends with, contains, or does not contain. This is the operator by which the filter is utilized.
   4. In the right-hand box, either enter the list value, date, value or selection to filter upon.
4. After all appropriate filters have been selected, click on the Options button again to hide the Options pop up box.
5. Click on the Refresh button to refresh the List screen with the Selections and Data Filters selected.

 Please Note: Prior to 1/28/2020 filtering in Blast Email would allow NULL values to return in filtered results for some fields. In the Early Access Version of PensionPro, NULL values will not return for filtered fields.

How to Filter Data in Power Tools

1. Click on the Options button when opening a Power Tool.
2. On the right-hand side labeled Selections are various fields found within PensionPro that can be retrieved to assist in the data filtering process.
   • Note: Each field can be expanded by clicking on the arrow next to it to display the underlying fields below it. Some of the underlying fields also have arrows which will allow them to expand. The fields selected will be returned within the grid as columns of data.
3. Data Filters can also be added to narrow the results of information returned.
   1. To add a Data Filter, click on the Add button located in the middle of the Options pop up box.
   2. In the left dropdown, select the desired field to filter.
   3. In the middle dropdown, select whether the value should be equal to, not equal to, starts with, ends with, contains, or does not contain. This is the operator by which the filter is utilized.
   4. In the right-hand box, either enter the list value, date, value or selection to filter.
4. After all appropriate filters have been selected, click on the Options button again to hide the Options pop up box.
5. Click on the Refresh button to refresh the List screen with the Selections and Data Filters selected.

Please Note: Prior to 1/28/2020 filtering in Power Tools would allow NULL values to return in filtered results for some fields. In the Early Access Version of PensionPro, NULL values will not return for filtered fields.

Grouping

The resulting data can also be grouped using the Toggle Grouping button located in the upper right-hand corner of the screen

1. 1. Click on the Toggle Grouping button.
   2. Click on any column header and drag the header to the light gray grouping bar. The screen will reorganize in a collapsed view according to the grouping column selected.
      • Users can add as many subgroups as needed by repeating step 2.
   3. Click on the collapsed line item to expand the grouping and see the details of the items within the group.
   4. Click on the Toggle Grouping button again to remove any groupings from the screen.

Sorting

The resulting data can also be sorted by clicking on a column header.

1. 1. Click on any column header to sort by that column header in ascending order.
      • Clicking on the header again will cause the data to sort by that column header in descending order.
      • Clicking on the header a third time will remove sorting for the data by that column header.
      • Users can only sort by one column header at a time.
   2. Click on the Remove Filtering and Sorting button to remove any sorting from the screen.

Filtering

The resulting data can be filtered further by clicking on the filter buttons to the right of each header column. After clicking a filter button for a header column a filter window will appear.

• Users have the ability to select a specific entry or multiple entries with specific value(s) or filter on specific actions like Is equal to, starts with, or contains a certain value.
  • The filters can be removed by clicking on the broom button located above the top right-hand corner of the screen.

1. By clicking the Add button, Data Filter can be created to put limits on how much data will be displayed.
2. The first dropdown on each filter has the same information as Selections.
3. The second dropdown will change based on the first but will allow for conditions to be placed on the filter.
4. The third and final field will contain the value to apply to the filter.
   • Example: Selecting “First Name” “Is Equal To” “Bob” will filter the recipients to find only accounts with an Administrator named “Bob”.

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