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About Filters: Examples & Use Cases

Learn about Filters. Then create Filters to customize your shipping workflow.

Written by Dan Coleman

Updated at January 15th, 2026

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In This Article

What Are Filters? Postsale's Included Filters Should I Create My Own Filters? Examples & Use Cases Group Orders by Order Source Filter Orders by Order Status Filter by the Requested Shipping Method Filter by Tracking Status Filter Orders by Date Range Filter for Archived Orders About Operators Non-Date Field Operators Date Field Operators

What Are Filters?

Filters allow you to organize your orders so that you can quickly access the orders you need at any given time with a single mouse click. Filters find and display orders that meet the criteria that you specify for the Filter. You can create as many Filters as you need.

Think of a Filter as a saved Advanced Search that allows you to run the search at any time by clicking on it. When you click the Filter, the results of the search are displayed in the Orders Grid.

In this article, we will look at the default Filters available in Postsale. We will then explore how to create several useful Filters. The goal is to arm you with the knowledge needed to create Filters for your specific workflow. 

Postsale's Included Filters

Postsale includes a few default Filters to help you organize your orders. Let’s take a look at the criteria for each one to get a better understanding of how Filters work: 

  • All Orders: Has no criteria defined. It lists all orders in the Order Grid. 
  • Ready to Ship: Searches for orders where the order status is not Shipped, not On Hold, or not Voided.     
        
     
  • Shipped: Searches for orders where the order status is Shipped.     
        
     
  • Voided: Searches for orders where the order status is Voided.    
        
     
  • On Hold: Searches for orders where the order status is On Hold.     

     
  • Canceled: Searches for orders where the order status is Canceled.

     
  • Archived: Searches for orders where Order Archived is True.

 

Should I Create My Own Filters?

Great question. Creating your own Filters allows you to drill down on the specific search results you need. As an example, let’s look at the use cases we will walk through later in this article. You can use Filters to:

  • Group orders by their order source when fulfilling orders from multiple sales channels or for multiple third parties.
  • Track orders as they move through your shipping workflow. Quickly view orders awaiting shipment, being picked, that have been packed, that have been shipped, and so on.
  • Group orders by the requested shipping method to quickly view orders shipped by the same carrier and service.
  • Track orders once they have shipped by creating Filters for each tracking status (In Transit, Exception, Delivered, etc.).
  • Separate domestic and international orders.
  • Organize orders to be included in reports. Perhaps you need to organize orders by date to include them in a quarterly sales report.
  • View your archived orders.

There are many, many more ways to use filters to organize your orders. In this article, we will walk through creating several Filters to give you a solid understanding of how to create filters for your own needs. 

Examples & Use Cases

Let’s explore several real-world examples and walk through how to create Filters for each use case. The goal is to empower you with the basic knowledge of how Filters are created so that you can then create the Filters you need for your specific workflow. 

Organize Your Filters

As you create more and more filters, you may find that you need to rearrange and organize them into a more logical order. See our Manage Filters & Folders help article to learn how.   

 

Group Orders by Order Source

Real World Example

We fulfill orders for St. Louis Dog Saver and for A Bit Fishy Aquarium Supplies. We need to be able to quickly view orders for each order source individually. 

To achieve this, let’s look at how to create a Filter that searches for orders by the Order Source associated with the orders: 

Procedure: Select All Orders > Open Advanced Search

  1. Select All Orders in the Orders Menu. 
    Selecting All Orders ensures that no criteria have already been added to your search.


     
  2. Click the Advanced Search button in the Search Bar.

The Advanced Search pop-up opens.

Next, we will specify that we only want orders for STL Dog Saver by telling Postsale to find orders with an Order Source of Dog Saver Promo. Here’s how:   

  1. Click the Field drop-down menu and select Order Source.     
    This tells Postsale to look specifically at the order source information associated with each order.     

       
     
  2. Leave the Operator drop-down as Equals since we will be entering the exact value we wish to search for.     

        
     
  3. Enter the search term into the Value field.    
    For this example, we entered ‘Dog Saver Promo’ since we know that all of the STL Dog Saver Orders have this as the order source.     

        
     
  4. Click the Add button to apply the criterion to the search.     

        

    The search criterion is added to the Advanced Search and the search results are displayed in the Orders Grid.    

       
     
  1. Click the Save As link.    
         
        
     
  2. (Optional) Click the magnifying glass icon and select an icon for this Filter.      
    The icon will be displayed next to the Filter in the Orders Menu.     


     
  3. Enter a name for your filter into the Name field. Then, click Save.     

        
     
  4. Your search is saved as a Filter in the Orders Menu. Click the Filter at any time to view the search results.    

     

Now, repeat the steps above to create a Filter for the A Bit Fishy Aquarium Supplies orders.    
     
 

We now have two filters that we can select at any time to: 

  • View all STL Dog Saver Promo orders 
  • View all A Bit Fishy Aquarium Supplies orders

 

 
 

Filter Orders by Order Status

In the Group Orders by Order Source section we created Filters so that we can quickly view all orders for each individual order source.  Let's build on that by adding an additional condition to the Filter. 

Real World Example

We need to filter orders by the order source and by the order’s current status (Awaiting Shipment, Picked, Packed, Shipped, and so on). 

 Here's how:

  1. Select the filter you created in the previous section. Then, click the Advanced Search button. 

     
     
  2. Click Edit. 

     
     
  1. Select Order Status from the Field drop-down menu.  

     
     
  2. Leave the Operator as Equals. Then, enter the order status into the Value field.  
    For this example, we entered Awaiting Shipment, but you can enter any status within your shipping workflow.  

       
     
  3. Click the + Add button.  

     
     
  4. Click the Save As link.  

     
     
  5. (Optional) Click the magnifying glass icon and select an icon for this Filter.   
    The icon will be displayed next to the Filter in the Orders Menu.  

     
     
  6. Enter a name for your filter into the Name field. Then, click Save.  

     
     
  7. Your search is saved as a Filter in the Orders Menu. Click the Filter at any time to view the search results.  

     
     
  8. Repeat the steps in this section for each Order Source/Order Status combination needed.   

 
 

Filter by the Requested Shipping Method

Another useful way to filter orders is by the Request Shipping method. This allows you to view orders that need to be or have been shipped by the same carrier and service. 

Real World Example

We pick, pack, and ship orders in groups according to the carrier and service by which they are being shipped. We need a way to group our orders by the requested shipping method.  

Procedure: Select All Orders > Open Advanced Search

  1. Select All Orders in the Orders Menu. 
    Selecting All Orders ensures that no criteria have already been added to your search.


     
  2. Click the Advanced Search button in the Search Bar.

The Advanced Search pop-up opens.

  1. Select Order Requested Shipping from the Field drop-down menu.  

     
     
  2. Leave the Operator as Equals. Then, enter the requested shipping method into the Value field. Click + Add.  
    For this example, we entered ‘USPS Ground Advantage’. You can enter any value that you need to search for.  

     
     
  3. Click Save As, name your filter, then click Save.  

     

Multiple Search Criteria

In this example, we created a filter that only searches for the Requested Shipping method so that you can see how the criteria is added. However, you could filter on Requested Shipping in addition to other search criteria. For example, you could create a filter to search by Order Source, Order Status, and the Requested Shipping method.  
 

 
 
 

Filter by Tracking Status

Once orders have shipped, you may wish to keep track of where the orders are in the shipping process. The good news is that Postsale gets real time updates from the shipping carrier and allows you to create Filters for tracking the status of shipped orders. 

Real World Example

We want to know when packages that were shipped have a delivery exception so that we can proactively reach out to and assist our customers. 

Let’s look at how to create a Filter that will list any orders with a delivery exception. Keep in mind that you can create a Filter for any tracking status that works best for your workflow. 

Procedure: Select All Orders > Open Advanced Search

  1. Select All Orders in the Orders Menu. 
    Selecting All Orders ensures that no criteria have already been added to your search.


     
  2. Click the Advanced Search button in the Search Bar.

The Advanced Search pop-up opens.

  1. Select Label Tracking Status from the Field drop-down menu.  

     
     
  2. Leave the Operator as Equals. Then, select Exception from the Value drop-down menu. Click + Add.  

     
     
  3. Click Save As, name your filter, then click Save.  
     
     

Multiple Search Criteria

In this example, we created a Filter that only searches for the orders with a specific tracking status so that you can see how the criteria is added. However, you could filter for a tracking status in addition to other search criteria. For example, you could create a filter to search by Order Source, Order Status, and the Label Tracking Status.  
 

 
 
 

Filter Orders by Date Range

When running reports or analyzing sales and shipping trends in Postsale , it is useful to organize your orders by date range.  

Real World Example

We are analyzing shipping for 2023 and would like to run a quarterly Shipments by Carrier report. So, we need to create a filter for each quarter of 2023. 

Procedure: Select All Orders > Open Advanced Search

  1. Select All Orders in the Orders Menu. 
    Selecting All Orders ensures that no criteria have already been added to your search.


     
  2. Click the Advanced Search button in the Search Bar.

The Advanced Search pop-up opens.

  1. Select Order Date from the Field drop-down menu. 

     
     
  2. Select Is Between from the Operator drop-down menu.  
    When searching by date, there are many Operators to choose from. Learn more about the available Operators here. 

     
     
  3. Use the From and To fields to enter the date range of the orders you wish to include in the search. Then, click + Add.  
    For this example, we will enter the date range for the first quarter of 2023. 
      
     
      

Multiple Search Criteria

In this example, we created a Filter that only searches for the orders within a specific date range. However, you could create a Filter for a specific date range in addition to other search criteria. For example, you could create a Filter to search by Order Source, and Order Date range.  
 

 
 
 

Filter for Archived Orders

Postsale allows you to archive orders when you would like to remove them from the main workflow but need to be able to access your order history when needed.

Learn more about archiving orders and creating an Archived Orders Filter. 

 
 

About Operators

When creating Advanced Searches there are several Operators available to choose from.  The list of operators changes depending upon whether the field chosen is a non-date or date field. Each operator allows you to drill down on specific information in a particular way. Expand the sections below to learn more about the available operators and what they do.

Non-Date Field Operators

Let’s look at the available non-date field operators. We’ll use the Order Source field in our example and descriptions. 

 
 

NON-DATE FIELDS 

 

Operator 

Description 

Equals 

The Order Source must match the Value entered exactly. 

Not Equals 

The Order Source must not match the Value entered. 

Begins With 

The Order Source must begin with the Value entered.  

  • For example: Entering Dog into the Value field would include results for Dog Saver, Dogs, Doggies, Dog Saver Promo, and so on. 

Ends With 

The Order Source must end with the Value entered.  

  • For example: Entering Promo would include results for Dog Saver Promo, Big Promo, T-Shirt Promo, and so on. 

Includes 

The Order Source must include the Value entered.  

  • For example: Entering Save would include results for Dog Saver Promo, Save the Date Promotion, and so on. 

Not Includes 

The Order Source must not include the Value entered.  

  • For example: Entering Dog would not include results for Dog Saver, Dogs, Doggies, Dog Saver Promo, and so on. 

In 

This one is a bit different, but very useful. Use In to include an entire list of values. 

  • For example: You may wish to find orders with specific order numbers. In this case, you would configure your criteria as shown in the picture below. (Notice that the order numbers are entered as a comma separated list.) 

 
 
 

Date Field Operators

Let’s look at the available date field operators. We’ll use the Order Date field in our example and descriptions. 

DATE FIELDS 

 

Operator 

Description 

Equals 

The Date must match the Date entered. 

Not Equals 

The Date must not match the Date entered. 
Greater Than The Date is after the Date entered.
Greater Than or Equals The Date equals the date entered or is after the dat entered

Is Between 

This Date must fall in between the selected From and To dates. 

Is Yesterday 

The Date must be the day prior to the current date. 

  • Use when you need to filter orders for the previous day, but do not want to update the criteria every day. 

Is Today 

The Date must be the current date. 

  • Use when you need to filter orders for the current day, but do not want to update the criteria every day. 

Is This Week 

The Date must fall within the current week (Sunday - Saturday). 

  • Use when you need to filter orders for the current week, but do not want to update the criteria each week. 

Is Last Week 

The Date must fall within the prior week. (Sunday – Saturday) 

Is This Month 

The Date must fall within the current month. 

  • Use when you need to filter orders for the current month, but do not want to update the criteria each month. 
Is Last Month

The Date must fall within the previous month. 

  • Use when you need to filter orders for the previous month, but do not want to update the criteria each month. 
Is This Year

The Date must fall within the current year. 

  • Use when you need to filter orders for the current year, but do not want to update the criteria every year. 

Is Last Year 

The Date must fall within the previous year. 

  • Use when you need to filter orders for the prior year, but do not want to update the criteria every year. 
Is Older Than Days The Date is older than the number of days entered.
 
 
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