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Filters for the systems list

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Filters help you to cluster big portfolios to simplify workflows and find the systems faster that you are looking for. Filter by location, installed device, or apply a user-defined filter.

Filter your systems list

Find the filter options at icon-home21(1).png PORTFOLIO LEVEL or icon-circle-right4.png SYSTEM LEVEL above the systems list.

Prerequisites
  • None

Simple filtering with pre-defined filters

  1. Select Filters.

  2. Select one or more filters from the dropdown.

Note

  • Multiple selected filters in the same category, such as Location, are linked with a logical OR operator - which means at least one of the filters must be true for a system in order to be displayed when the filter is applied.

  • Multiple selected filters from different categories, such as Location and Battery, are linked with a logical AND operator - which means all of them must be true for a system in order to be displayed when the filter is applied.

  1. Select Apply.

Now, only the systems that match your filters are displayed in the systems list.

Examples

Scenario: You manage systems from all over Europe.

Use case: You want to see only systems that are located in Germany, France, or Spain.

Solution: In the Filters dropdown under Location, select Germany, France, and Spain. Because of the OR-linking for multiple filters, systems that are either located in Germany, France, or Spain are displayed.

Advanced filtering with user-defined filter criteria

  1. Select icon-filter4.png Advanced filter.

  2. In the appearing window, select icon-plus-circle2.png Add option to configure your filter criteria:

  • Select a filter criterion from the dropdown.

Examples for advanced filter criteria

  • Inverter

  • ZIP code

  • Country

  • Module

  • Nominal power

  • Measuring system

  • Communication type

  • …

  • Enter the criterion-specific values you want to filter by.

Note

If multiple values are selectable, these are linked with a logical OR operator - which means at least one value must be true in order to meet the criterion.

  • Optionally, select icon-plus-circle2.png Add option again to add another filter criterion.

Note

Multiple criteria are linked with a logical AND operator - which means all criteria must be true for a system in order to be displayed when the filter is applied.

  1. Select icon-checkmark1.png Apply filter.

Now, only the systems that match your filters are displayed in the systems list.

Examples

Scenario: You manage systems from all over Europe with different sizes.

Use case: You want to see only systems that are located in Germany, France, or Spain that are larger than 500 kWp.

Solution: Perform an advanced filtering combining the filter Options Country is Germany, France, Spain and Nominal power greater than 500 kW. Because of the AND-linking, only systems that meet both criteria are displayed.

Create a user-defined filter

Prerequisites
  • You belong to the user group administrator or operations

Steps
  1. At icon-home21(1).png PORTFOLIO LEVEL, go to icon-cog1(1).png Administration > icon-grid3.png Portfolio> Filters. You arrive at the filters overview table.

  2. Select icon-plus2.png New filter.

  3. In the appearing window, give the new filter a Title and a Description if desired.

  4. Select icon-plus-circle2.png Add option to configure your filter criteria in the same way as for advanced filtering. See Configure filter criteria.

  5. Select icon-floppy-disk1.png Save.

The new filter appears in the filters overview table and you can apply it to your systems list now.

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