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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 July 1st, 2026

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In This Article

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

What Are Filters?

Filters help you organize your orders so you can quickly access the orders you need with a single click. A Filter displays only the orders that match the criteria you define, and you can create as many Filters as your workflow requires.

Think of a Filter as a saved Advanced Search. Instead of rebuilding the same search each time, you simply click the Filter, and the matching results appear in the Orders Grid.

In this article, we'll review the default Filters available in Postsale and walk through several practical examples of creating your own. By the end, you'll have the foundation you need to build Filters that support your specific workflow.

Advanced Search Logic

In this article, we will use Conditions to tell Postsale what criteria the orders must match to show up in the search results.

Postsale’s conditional logic supports Condition Groups, sub-groups, and flexible AND / OR logic, allowing you to build highly specific Advanced Searches and Filters tailored to your business.

Learn more about how Postsale's conditional logic works in our Conditional Logic: Understanding Conditions and Groups reference guide.

 

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, not Voided AND not Canceled.

    The default ready to ship filter.     
     
  • Shipped: Searches for orders with order status Shipped.

    The default Shipped filter.     
     
  • Voided: Searches for orders where the order status is Voided.
     
    The default voided filter.     
     
  • On Hold: Searches for orders where the order status is On Hold.     

    The default On Hold filter.
     
  • Canceled: Searches for orders with order status Canceled.

    The default Canceled filter.
     
  • Archived: Searches for orders where Order Archived is True.

     The default Archived filter.

Should I Create My Own Filters?

Great question. Creating your own Filters lets you drill down into 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 for inclusion 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 you can create the Filters you need for your specific workflow. 

Organize Your Filters

As you create more filters, you may find 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: 

Add the Condition

Let's 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. Select the All Orders filter.
  2. Click the Advanced Search button to open the advanced search. Click Add a Condition and select Condition.
  3. 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. 
  4. Leave the Operator drop-down as Equals since we will be entering the exact value we wish to search for. 
  5. Enter the search term into the Value field.    
    For this example, we entered Dog Saver Promo because we know that all STL Dog Saver Orders use this as the order source. 
  6. Click the Add button to apply the criterion to the search.     
    Steps 1 - 6 are shown in action.
    Steps 1 - 6 are shown in action.
     
    The search criterion is added to the Advanced Search, and the search results are displayed in the Orders Grid.    

    The condition is added and the results shown.    

Save the Filter

  1. Click the Save As link.
  2. Enter a name for your Filter into the Name field. 
  3. (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. Click Save. 
    Steps 1 - 3 are shown in action.
    Steps 1 - 3 are shown in action.

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

 

Create the Next Filter

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

You 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 to quickly view all orders for each 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). 

 Add the Conditions

  1. Follow the steps in the previous section to add the Order Source Equals [your order source] condition.

     The condition has been added.
     
  2. Click Add under the condition you just created. 
  3. Select Order Status from the Field drop-down menu.
  4. Leave the Operator as Equals. Then, enter the order status into the Value field.  
    For this example, we entered Ready to Ship, but you can enter any status in your shipping workflow.
  5. Click the Save button.

    Steps 2 - 5 are shown in action.
    Steps 2 - 5 are shown in action.

Save the Filter

  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.
    Steps 1 - 4 are shown in action.
    Steps 1 - 4 are shown in action.

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 Order 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.  

  1. Select the All Orders filter.
  2. Click the Advanced Search button to open the advanced search.
  3. Click Add a Condition and select Condition.
  4. Select Order Requested Shipping from the Field drop-down menu. 
  5. Leave the Operator as Equals. Then, enter the requested shipping method into the Value field.
  6. Click Save.  
    For this example, we entered Economical. You can enter any value that you need to search for. 

    Steps 1 - 6 are shown in action.
    Steps 1 - 6 are shown in action.

Save the Filter

  1. Click the Save As link. Enter a name for your Filter in the Name field. 
  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. Click Save.
    Steps 1 - 3 are shown in action.
    Steps 1 - 4 are shown in action.

Multiple Search Criteria

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

The updated filter is shown with the additional conditions.

 
 
 

Filter by Tracking Status

Once orders have shipped, you may wish to track their status in the shipping process. The good news is that Postsale receives real-time updates from the shipping carrier and lets you create Filters to track 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. 

Add the Condition

  1. Select the All Orders filter.
  2. Click the Advanced Search button to open the advanced search.
  3. Click Add a Condition and select Condition.
  4. Select Label Tracking Status from the Field drop-down menu. 
  5. Leave the Operator as Equals. Then, select Exception from the Value drop-down menu. Click Save.  
    Steps 1 - 5 are shown in action.
    Steps 1 - 5 are shown in action.

Save the Filter

  1. Click the Save As link.
  2. Enter a name for your filter into the Name field. 
  3. (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.
  4. Click Save.

    Steps 1 - 4 are shown in action.
    Steps 1 - 4 are shown in action.

 

Multiple Search Criteria

In this example, we created a Filter that searches only for orders with a specific tracking status, so you can see how the criteria are 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.  
 

Multiple conditions are shown.

 
 
 

About Operators

When building an Advanced Search, you'll choose from a set of Operators to define how a field should be evaluated. The available Operators vary depending on the type of field selected, such as a date field versus a non-date field.

Each Operator changes how Postsale evaluates your criteria, allowing you to narrow results with precision. By understanding how these Operators work, you'll gain a clearer understanding of how Conditions function overall, and you'll be able to build more targeted, creative searches and filters tailored to your workflow.

Expand the sections below to see the available Operators and how each one works.

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 date 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 daily. 

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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