Advanced filters

When standard filters aren't enough, Advanced Filters give you full control over how data is queried. You can combine multiple conditions with AND/OR logic, nest condition groups for complex expressions, and share your filters via URL.

Availability Advanced Filters are available across the platform anywhere you see a list of resources, including:

Transactions
Credit Transfers & Direct Debits
Mandates & Counterparties
Balances & Accounts

Getting Started

To open the Advanced Filter, click Add filter on any supported page and select Advanced Filter. A panel will appear where you can:

Add conditions: Each condition consists of a field, an operator, and a value.
Add condition groups: Nest conditions inside groups with their own AND/OR logic.
Apply: Click Apply to execute your filter against the dataset.

Condition Groups

For more complex queries, use condition groups to nest conditions with independent logic.

Top-level logic: Choose AND or OR to connect all top-level conditions and groups.
Nested groups: Each group has its own logical operator, allowing you to mix AND/OR logic within a single filter.

Example Scenario

To find credit transfers that failed and were either high-value OR originated from a specific market:

Level	Logic	Condition
Root	AND	Status equals Failed
Group	OR	Amount greater than or equal to 10,000 EUR
		Market equals FR

Result: This returns only failed credit transfers where the amount is at least 10,000 EUR or the market is France.

Building Conditions

Each condition targets a specific field and evaluates it using an operator and value. The available operators depend on the field type selected.

Text Fields

Operator	Description
Contains	Field value contains the given text
Does not contain	Field value excludes the given text
Equals	Field value matches exactly
Does not equal	Field value does not match
Starts with	Field value begins with the text
Ends with	Field value ends with the text

Select Fields (Single Value)

Operator	Description
Equals	Field matches the selected value
Does not equal	Field does not match the selected value

Multi-Select Fields

Operator	Description
Any of	Field matches any of the selected values
None of	Field does not match any of the selected values

Amount Fields

Operator	Description
Greater than or equal to	Amount is at or above the given value
Less than or equal to	Amount is at or below the given value

Tip: Amount filters include a currency selector, so you can filter by both value and currency simultaneously.

Date Fields

Operator	Description
Greater than or equal to	Date is on or after the given date
Less than or equal to	Date is on or before the given date

Sharing and Persistence

Applied Advanced Filters are stored directly in the page URL. This allows you to:

Bookmark a filtered view to return to it later.
Share the URL with colleagues so they see the exact same filtered results.

Note: If a shared URL contains an invalid filter (e.g., referencing a field that no longer exists), the filter is automatically removed, and you will see a notification explaining why.

Pro Tips

Incomplete Conditions: Only complete conditions (with a field, operator, and value all set) are included in the query. You can start building a filter without affecting results until you're ready to apply.
Combine with Standard Filters: Use Advanced Filters together with standard filters. Standard filters (like date range or account) can narrow the dataset before your advanced conditions are evaluated.