Filters and items

Narrow every page to the work you care about, then open single items to see exactly what happened to them.

Use filters to look at just the work you care about, such as one region or last quarter. Open a single item to see exactly what happened to it.

Filters apply everywhere

A filter narrows every page that works on items at once: Process, Variants, Measure, Conformance and Items. Returning to Overview clears the item filter so it shows the whole project. Each filter shows as a chip at the top of the page. Select the x on a chip to remove it, or Clear all to go back to everything.

Items filtered to purchase orders that include Receive Goods and follow one of the top three routes

You add filters in three ways:

+ Filter at the top right of the page.
From a finding, a bar in Measure, a variant or a subway line. These set the filter for you.
By asking your agent: “only look at invoices over $10,000 from the east region”. The open page applies it for you.

The filter types

Filter	Use it for	Example
When items started	A time period	Only orders created in Q3
At least or at most a value	Amounts and other numbers	Invoices of $10,000 or more
Went through, skipped, or repeated a step	Items with or without a step	Orders that had Change Price
Faster or slower than	Speed	Items that took more than 30 days
Only the most common variants	The main routes, without the long tail	The top 5 variants
A field such as region or vendor	Any extra column	Region is East
Someone who worked on the item (Handled by)	People or teams	Items handled by the AP team
First or last step / one step before another	Order of steps	Items where Pay came before Approve
Leave out incomplete items	Only finished work	Leave out items still in progress

Fields that change over time

Some columns change during an item’s life, such as a status. A filter on such a field has two choices:

Had at any step: the item had that value at some point. Ever on hold catches every order that was ever on hold.
Latest value is: only the value the item ended with.

Incomplete items

An export covers a time window. Items that started before it, or had not finished by its end, can make times look shorter than they are. Leave out incomplete items offers Complete only, or only items that began inside the window.

Items

The Items page lists the individual work items in your current filter: each order, invoice or ticket. Select one to see its full history:

One purchase order opened: every step with its time, who did it and how it differs from the usual route

every step, in order, with the time between steps
who did each step, when your data says so
how it differs from the usual route (Compared with the usual route)
Show on the process map to draw this one item on the map
Source details for the original record values

Times between steps are clock time, not hands-on work.