Filters for the systems list

Last modified: 03 Sep 2025

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 PORTFOLIO LEVEL or SYSTEM LEVEL above the systems list.

Prerequisites

None

Simple filtering with pre-defined filters

Select Filters.
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.

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

Select Advanced filter.
In the appearing window, select Add filter criterion to configure the filter:

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 Add filter criterion again to configure 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.

Select 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 criteria 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.

Tipp

Apply user-defined tags to your systems and filter by them. See Tags for optimized filtering.

Create a user-defined filter

Prerequisites

You belong to the user group administrator or operations.

Steps

At PORTFOLIO LEVEL, go to Administration > Portfolio> Filters. You arrive at the filters overview table.
Select New filter.
In the appearing window, give the new filter a Title and a Description if desired.
Select Add filter criterion to configure your filter criteria in the same way as for advanced filtering. See Configure filter criteria.
Select Save.

The new filter now appears in the filters overview table, as well as in your filters dropdown above the systems list and you can apply it now.

Share a filter with others

Share a filter with all members of a team or single users so they can apply it to their own systems list or even edit it.

Prerequisites

You have created a user-defined filter.
If you want to share a filter with members of a team, you must first create a team.

Steps

At PORTFOLIO LEVEL, go to Administration > Portfolio> Filters. You arrive at the filters overview table.
Select Share for the filter you want to share.
In the appearing window, select with whom you want to share the filter:
- Share with a team: Select Add teams.
  - In the appearing window, decide if the team members can only apply or also edit the original filter by choosing a Permission from the dropdown.
  - Select one or multiple Teams from the dropdown.
  - Select Add teams again.
- Share with single users: Select Add users.
  - In the appearing window, decide if the user can only apply or also edit the original filter by choosing a Permission from the dropdown.
  - Select one or multiple users in the table.
  - Select Add users again.
Select Save.

The filter now appears in the filters overview table, as well as in the filters dropdown above the systems list of the respective team or user and they can apply it. If you granted Can edit rights, they can also edit or even delete the original filter.