Session Filtering & Bulk Operations

Advanced Filtering

The sessions view offers powerful filtering capabilities to find exactly what you need:

  1. Filter Builder
    • Create complex filters using any session field, such as project, tags, or billing status.
    • Combine multiple conditions to refine your search.
    • Save custom filters for reuse in future sessions.
  2. Quick Filters
    • Filter by date range, project, billing status, or tags for quick access.
    • Use pre-defined filters to simplify the selection process.
  3. Smart Search
    • Search across all session fields using keywords.
    • Supports partial matches and is case-insensitive for flexibility.

Bulk Operations

Efficiently manage multiple sessions with bulk editing options:

  1. Selection
    • Select individual sessions for specific changes.
    • Apply filters to select all sessions matching the criteria.
  2. Bulk Actions
    • Update project assignments across multiple sessions.
    • Add or remove tags in bulk.
    • Toggle billable status and mark sessions as paid for easy invoicing.
    • Delete sessions in bulk if necessary.
  3. Export Options
    • Export session data in various formats, including CSV and Excel.
    • Customize export data to include only relevant fields.
    • Filter sessions before export for precise reporting.

Best Practices

  1. Regular Review
    • Review and adjust sessions daily to ensure accuracy.
    • Use filters to identify unbilled work and check for missing project assignments.
  2. Organization
    • Use consistent naming conventions and apply relevant tags.
    • Keep project assignments up to date for accurate tracking.
  3. Time Accuracy
    • Take advantage of suggested time adjustments and review automatically created sessions.
    • Maintain precise start and end times for a clear and accurate record.