Wello provides both standard filters, advanced and column filters to help users easily find and organize the data they need across all modules in the Portal.

This page explains the search filters available for the Account module. It includes all standard search filters at the top of the page, all column filters within the data grid.

The Account search feature in Wello helps you find any existing customer account stored in the system.

The search filters allow you to narrow down the list of accounts displayed in the grid below.

The Account module provides several standard filters. These appear at the top of the page and help you quickly search for customer accounts. Each filter targets a specific type of information stored in the account.

Below is a detailed explanation of account standard filter:

Account: This filter is used to search for accounts by name. You can enter the full name or only part of it, the system will return all accounts containing the text you typed. This is useful when you know the name or part of the name of the account.

Service Area: This filter allows you to search accounts based on their assigned service area or region.

Keywords: This filter searches for a phrase that appears in any of the following fields:

Street: This filter lets you search accounts by their street address. Useful for locating accounts at a specific street.

Financial Status

This filter shows accounts based on their financial status.
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​Zip: This filter allows you to find accounts based on their ZIP or postal code. Use it to narrow results to a specific area.

Creation Date: This filter allows you to find accounts based on the date they were created in Wello.
You can choose from several predefined options:

This is useful when you want to review recently added accounts or check old records.

Country: This filter lets you search for accounts by the country field in their address. Useful for viewing all accounts within a specific country.

You can combine several filters to get more accurate results. For example, selecting the filter Country: "Belgium" and Creation Date: "This Month", will display all account located in Belgium and created in that month.

After selecting your filters, Click Apply Filters. The results will appear in the data grid below, you can then refine the results even further using column filters in the grid.

Clicking Apply filters without selecting any filters criteria will display a list of all available accounts.

To include any archived account during your search, checked the include archived accounts box below the standard search filters.

Click the Clear button to reset all filters to their default state. It removes any filter criteria you have entered or selected.

Example: If you filtered by “Country: Belgium,” clicking Clear will remove that filter.

Below the standard filters is the account grid, where the account list is displayed. Each row represents an account, and each column displays a specific type of data.

Wello provides a large number of columns to display account data, including:

Note that not all columns appear by default. You can show or hide columns based on your needs.

You can adjust the grid to show only the columns and data that matter to you.

All checked column will be shown in the grid.

Each column header in the grid supports filtering. These filters allow you to apply logic-based conditions to narrow down results even further.

Each column header has a menu icon (☰). Clicking it opens a panel with three sections: Column settings, filter options and column data visibility.

This section includes options that help you manage your grid layout:

Each column header in the account grid supports filtering. These filters allow you to refine your search further using specific logic, making it easier to find exactly what you need.

Contains: Shows rows where the column value includes the text you enter.

Not Contain: Excludes rows where the column value includes the text.

Equals: Shows rows where the column value exactly matches your input.

Not Equal: Excludes rows with an exact match.

Starts With: Shows rows where the column value begins with your input.

Ends With: Shows rows where the column value ends with your input.

Greater Than/Less Than: (For dates/numbers) Filters for values above or below your input.

In Range: It allows you to pick a Start Date and an End Date. The grid will display only the records that fall between those two dates

This section displays all available column data fields related to accounts. You can tick or untick column fields to show or hide them from the grid.

After entering a value in the text box, a second set of filter options (logic & text box) will appear below the first, between them is an AND / OR toggle. AND will return only data that match both conditions. OR will return data that match either condition.

This makes it possible to combine two logics and two search phrases, or simply use one and ignore the second.

5. Click Apply.

The grid will update immediately based on your selected filter logic. For example, Selecting Logic: “Contain” and entering the Value: “Care”, in the Account column, then apply will display only account that has the word “Care” in its name on the grid.

You can apply filters to multiple columns at once for more precise result.

After searching for account using any of the standard filter you can also use the column logic-based filters to further refine your search.

Once you have filtered your Account list using the standard or column filters, you may want to extract this data. The filtered results shown in the grid can be exported for reporting or external use.