PensionPro 2.0 - Using Data Filters

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.

 

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

  1. Open the Blast Email template.
  2. Navigate to Step 4 -  Filters.
  3. In the upper right corner, click the Edit icon. Here 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.
  4. Data Filters can also be added to narrow the results of information returned (Note: At least one filter is required).
    1. To add a Data Filter, click Add new rule.
    2. In the Column dropdown, select the desired field to filter by.
    3. In the Operator dropdown, select whether the value should be equal to, not equal to, starts with, ends with, contains, does not contain, etc. This is the operator by which the filter is utilized.
    4. In the Value dropdown, select the desired value to filter.
  5. After all appropriate filters have been selected, click the Save button to save your filter.
  6. Click the Next button to display the recipients that meet the data filters applied.

How to Filter Data in Power Tools

  1. Select Step 2- Filters after opening a Power Tool.
  2. On the left side labeled Column 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 Add new rule button located below the Filtering grid.
    2. In the Column dropdown, select the desired field to filter by.
    3. In the Operator dropdown, select whether the value should be equal to, not equal to, starts with, ends with, contains, does not contain, etc. This is the operator by which the filter is utilized.
    4. In the Value dropdown, select the desired value to filter.
  4. After all appropriate filters have been added, click Save.
  5. Click the Next button to display the selections.

Sorting

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

  1. Click 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.
  1. Click the More icon > Clear Filters button to clear any Filters or Order and Sorts.

Filtering

The resulting data can be filtered further by clicking the Filter icons to the right of each header column. After clicking a Filter icon 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 the More icon > Clear Filters button located in the upper right corner of the grid.
  1. By clicking the Filter icon, a Data Filter can be created to put limits on how much data will be displayed.
  2. After selecting the filter parameters, click the Filter button.
  3. The results will be further filtered by the parameters selected.
    • 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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