Search and filter

Search and filter is the single most-used feature in PLANA Business Cloud. Spend ten minutes learning the patterns and you'll save hours every week.

The search bar

The search bar is in every list view. Click it (or press /) to focus.

Free-text search

Type anything. PLANA searches the record's "name field" (customer name, product name, invoice number) and surfaces matches as you type:

acme       → matches "ACME Corp", "ACME Industries", "Acmeland"
INV-2026   → matches every invoice starting with that prefix

Press Enter to apply the search. The list updates immediately.

Search by specific field

While typing, a drop-down appears with field options:

Search for "acme" in:
  · Name (default)
  · Email
  · Phone
  · Tax ID

Pick a field and the search narrows to that specific column. Useful when you remember the customer's tax ID but not their name.

Combine multiple searches

Add multiple search criteria — they stack with AND. Press Enter after each. The search bar shows the active criteria as removable chips:

[Name: acme]  [City: Sofia]

Click the × on a chip to remove it.

Pre-defined filters

The right-hand panel of the search bar holds pre-defined filters specific to the current view. For invoices:

Filter	What
Posted	Confirmed invoices
Draft	Unconfirmed invoices
Open	Posted but unpaid
Paid	Fully paid
Overdue	Past due date and unpaid
This year	Invoice date in current year
Last year	Previous year

Click a filter to add it. Click again to remove. Filters combine with AND.

Group by

The group-by section in the same panel arranges records into collapsible groups. For invoices:

Group by	Result
Customer	One group per customer, expandable
Status	Draft / Posted / Paid / Cancelled groups
Salesperson	Per-salesperson groups
Invoice month	Calendar-month groups

Stack multiple group-by fields for nested groups (e.g. group by Customer then by Status).

Favourites — save a search

Once you've built up a useful combination of search + filters + group-by, save it:

Action	How
Save current	Right panel → Favourites → "Save current search" → name it
Apply favourite	Favourites section shows your saved searches
Share favourite	Toggle "Shared" — visible to your whole team
Default favourite	Toggle "Default" — auto-applied when you open the view

Common saved searches you'll want:

• "My unpaid invoices over 30 days"
• "Sofia customers"
• "This quarter's posted bills"
• "My open opportunities by stage"

Time-based filters

For date fields, PLANA understands natural language:

Type	Behaviour
> 2026-01-01	After a date
< -30d	Older than 30 days
this month, last quarter	Pre-named periods
2026-04-01..2026-04-30	A range

Time-based filtering is most useful on transactional records (invoices, bills, sale orders, stock moves).

Numeric filters

For amount fields:

Type	Behaviour
> 1000	Greater than
< 100	Less than
0..500	A range
=	Exact match

Boolean filters

For yes/no fields (active, posted, paid):

• is true / is false
• Just the field name, then toggle the matching state

Search across records you can't see

Most lists hide archived records by default. To include them:

• Right panel → Filters → Archived (toggle)

You'll see the archive icon next to archived records. They can be restored from the action menu (top-right of the form).

Multi-record actions

After a search narrows the list, you can act on the whole filtered set:

1. Filter the list to what you want
2. Click the checkbox in the header row to select all visible
3. The Action menu (top-right) shows bulk operations available for the selection — e.g. for invoices: "Send by email", "Validate", "Print"

Be careful with bulk actions on transactional records — they're fast and irreversible. Try first with one record.

Search across all apps

The global search (top-bar 🔍) searches across:

• Records in the current app
• Configuration screens
• Menu items (jumps you to that screen)

Type "tax rate" globally and you get the Tax configuration screen even if you're currently in Sales.

Tips

• Save your common filters as favourites with "Default" on — your list opens already filtered to what you usually look at
• Use group-by to find anomalies — group by Salesperson then sort by count to find the rep with too many open deals
• Use date filters for cleanup — group archived records by year to find old data you can purge

Where to read more

• A tour of PLANA — the screen layout
• Reference → Keyboard shortcuts
• Import and export data