You can use Advanced filters for specific searches in Schedule Xpress. This feature allows you to simplify your scheduling through creating and saving filters that present exactly the information you're looking for.

This article will cover the following on Advanced filters in Schedule Xpress:

Advanced filters in Schedule Xpress

Defining your Advanced filter search

Saving your Advanced filter

Advanced filters are located at the top of your Schedule page. The options you have to search are:

You can define your search by choosing options within each filter to ensure the Schedule shows exactly the data you're looking for.

Note: You can perform searches using multiple different Advanced filters at the same time. For example, you can choose options from both All Employees and All Sites combined.

To search for specific data, you can use the Display records dropdowns in All Employees, All Customers, All Sites and All Services.

Or alternatively, you can use the filter funnels in each column.

For All Shift Statuses and All Shift Activities, the options to select are already available.

All Reference 1 will only relate if you have customized your shift reference fields.

When you know what you want to search for, all that's left to do is select it.

In this example, we're going to search for an employee named Dinesh Kumar, and also all of the shifts they are working at Mint Tea Inc in the current week.

First you can find and checkmark Dinesh in All Employees, then press Apply.

Then you can checkmark Mint Tea Inc in All Customers, then press Apply.

Once applied, you'll see your filter search(es) highlighted, and the shifts that match the criteria will display in your Schedule.

If you want to clear all your filters so that you can see your entire Schedule, press the Clear all filters option in the top-right corner.

You'll now see your entire Schedule with no filters.

Saving an Advanced filter to make it permanent will save you time when scheduling.

Once you've chosen the data you want your filter to consist of, you can press Save filter. Our example shows saving a filter for Open shifts only.

Name and Save the filter.

Once saved, your filter will be available in the top-left in the Advanced filter dropdown.

Click the dropdown and select your filter of choice.

In this example, we'll choose the Open Shifts filter. You'll see that only Open Shifts are presented.

For more information on Advanced filters, please Contact Support now!