The Equipment module provides several search filters to help you efficiently locate specific equipment and locations. This article explains the search filters available in the Equipment module, including all standard search filters at the top of the page and all column filters within the data grid.
How to Access the Equipment Search Page
Navigate to the Services menu on the left navigation panel.
Select Equipments. The Equipment page will open.
At the top of the page, you will see the equipment search filters.
If the filters are not visible, click the Filter icon in the top-right corner to toggle them on.
The Equipments module provides several standard filters that appear at the top of the page. These filters help you quickly search for customer equipment and locations. Each filter targets a specific type of information stored in the equipment records.
Below is a detailed explanation of the standard equipment filters:
Account: This filter allows you to search for equipment by the company it is linked to. You can enter the full account name or part of the name, and the system will return all accounts that contain the text you entered.
Equipment Type: Filters installations or equipment by type (for example, Boiler, Air Conditioner, Pump, etc.). Select an equipment type from the dropdown. Only installations of the selected type will be shown. If set to All, installations of every type will be included.
Ref: Allows you to search for installations using their unique reference number. Enter the reference number, and the system will return the exact matching installation.
Brand: Filters installations by the equipment brand (for example, Siemens, Bosch, etc.). Select a brand from the dropdown. Only installations with equipment from that brand will be shown.
Keyword: Allows you to search for installations or equipment using a word or phrase that may appear in multiple fields.
The system searches fields such as:
Equipment name
Serial number
Barcode
Description
Customer reference
Equipment logbook
Model: Filters installations by the specific equipment model. Select a model from the dropdown. Only installations with that model will be displayed.
Status: Filters installations by their current status (for example, Active, Inactive, Under Maintenance, etc.). Select a status from the dropdown to view only installations with that status.
Creation Date: This filter allows you to find equipments based on the date they were created in Wello.
You can choose from several predefined options:
All
Today
Yesterday
This Week
Last Week
This Month
Last Month
Before Last Month
Only installations created during the selected period will be shown.
City: Filters installations or equipment based on the location address city. Type the city name or select it if available. Only equipment located in that city will be shown.
Street: Allows you to search for installations or equipment based on the location street address. Enter a street name (for example, “Broadway” or “Victoria Island Road”). Only installations with matching street names will be returned.
Location: This filter is used to search for equipment by location. Since equipment is always linked to a location, this filter is useful when you want to find all equipment under a specific location. This filter will display the location and the equipments under that location.
Apply Filters
You can use one filter or combine multiple filters to narrow down your search.
For example, you can search for all Bosch installations in Beigium created This Month. The more filters you apply, the more specific your results will be.
After selecting your filters, click Search. The results will appear in the data grid below. You can further refine the results using column filters within the grid.
Clicking Search without selecting any filters will display all available equipment.
To include archived installations or equipment in your search, check the Include archived equipment option below the standard filters.
Clear Filters
Click the Clear button to reset all filters to their default state. It removes any filter criteria you have entered or selected.
Results grid
Below the filters is the equipment/installation grid, where search results are displayed. Each row represents an equipment record, and each column displays a specific data field.
The grid displaying the search results consists of a selection of 32 data properties (columns) about equipment. On the right side of the grid, you can open up a panel to select which columns to display, or Group equipment by specific columns.
You can also reorder columns by dragging and dropping them or click a column header menu to access additional filter options.
Wello provides a large number of columns to display installation/equipment data. The available columns are:
Type: The equipment type (e.g., Boiler, Air Conditioner, Pump, etc.).
Brand: The brand or manufacturer of the equipment (e.g., Siemens, Bosch).
Model: The specific model of the equipment.
Serial Number: The unique serial number assigned to the equipment.
Barcode: The barcode number associated with the equipment.
Build: The build date of the equipment (dd/mm/yyyy).
In Production: The date the equipment was put into production (dd/mm/yyyy).
Warranty Until: The warranty expiration date for the equipment (only shown if the date is today or later).
Replacement Date: The planned replacement date for the equipment (if available).
Ref: Installation Reference number.
Name: The name of the installation/equipment.
Description: Description of the installation.
Under Contract: Indicates if the equipment is linked to an active contract (Yes/No).
Managed By: The user managing the equipment.
Account: Customer account who own the equipment.
Company Code: Unique code for the customer company.
Address: the full address where the equipment is physically situated
Location: The company who own the equipment location
Location Extra Info: Additional notes about the installation’s location.
Creation Date: Date the installation/equipment was created.
Last Modified Date: Date the installation/equipment was last modified.
Build Date: Date the equipment was built.
Organization: Organization the company is linked to.
Created By: User who created the installation/equipment.
Total Work Orders: Number of work orders linked to this installation/equipment (excluding cancelled/child WOs).
Next WO Date: Date of the next planned work order.
Open WO Count: Number of open work orders (not completed/cancelled, only parent WOs).
End of Parts Warranty: Expiry date for parts warranty (if tracked separately from general warranty).
Status Archived: Indicates if the installation/equipment is archived (Yes/No).
City
Zip
Country
Column Filter Options
Each column header in the Equipment grid supports filtering. These filters allow you to refine your search further using specific logic, making it easier to find exactly what you need.
Common Filter Logics:
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
How to Use the Filters in the equipment Column Header
Hover over a column header and click on the column menu icon (☰).
Go to the filter section.
Select your filter logic (e.g., Contains).
Enter your filter value in the text box. The text box below the logic allows entry of a keyword or phrase. 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.
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 Name column, then apply will display only equipment 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 installation/equipments using any of the standard filter, you can also use the column logic-based filters to further refine your search.
Filter Logics for Date-Attribute Columns
Columns with date attributes, such as Creation Date, Last Modified Date, Next WO date, Build Date in the equipment grid have filter logic designed for timeframes.
Date-attribute columns in the equipment grid include:
Creation Date
Build date
Last Modified Date
Next WO date
For each equipment column with a date attribute, the following filter logics are available:
Equal: Shows only records where the date exactly matches the date you select. Example: Filter “Creation Date” equal to 2025-11-19 → Only equipment created on November 19, 2025, are shown.
Greater Than: Shows records where the date is after the date you select. Only records with a date later than your selection will be shown. Example: Filter “Build date” greater than 2025-01-01 → Only equipment with a build date after January 1, 2025. Are shown.
Less Than: Shows records where the date is before the date you select. Only records with a date earlier than your selection will be shown. Example: Filter “Last Modified Date” less than 2025-12-31 → Only Equipments modified before December 31, 2025 are shown.
Not Equal: Shows records where the date does not match the date you select. All records except those with that exact date will be shown. Example: Filter “Last Modified Date” not equal to 2025-10-01 → All records except those modified on October 1, 2025 are shown.
In Range: Shows records where the date falls between two dates you select. Pick a start date and an end date. Only records with dates within this range will be shown. Example: Filter “Creation Date” in range 2025-01-01 to 2025-03-31 → Only accounts created between January 1 and March 31, 2025.
How to Use date attribute column filters.
1. Hover over a date attribute column header (e.g., Creation Date) and click on the menu icon (☰).
2. Click the filter icon
3. Select the filter logic (equal, greater than, less than, not equal, in range).
4. Use the date picker to select the required date(s).
5. Apply the filter to see the results.
Note: You must pick a date (or two dates for “in range”) for the filter to apply. The grid will update to show only records matching your criteria.
To clear all apply column filters, First click the clear button on the column filter and click apply.
Exporting Your Data
Once you have filtered your Equipment or installation 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.
To export your Installation/equipment data.
1. Position your cursor anywhere in the data grid, right-click and Choose Export from the menu.
2. Pick the file format you want. CSV (good for spreadsheets), Excel (.xlsx) (standard Excel format) or Excel (.xml) (structured data format). The application will package up your data, including the headers, into the file format you selected.
3. Save the file on your computer when prompted.