How to Filter Data

Search

Use the search bar at the top of the Document Inbox to find documents by any extracted field value. For example, search for a vendor name, invoice number, or amount. Results update as you type.

Filter by status

Filter documents by their processing status:

• All — shows every document
• Pending — documents waiting to be processed
• Processing — documents currently being processed
• Complete — successfully extracted documents
• Error — documents that failed to process
• Pending Review — documents awaiting human review

Filter by date

Use the date range picker to filter documents by upload date or by an extracted date field (e.g. invoice date). This is useful when you want to export documents from a specific billing period.

Sort columns

Click any column header to sort the inbox by that field. Click again to reverse the sort order. Sorting is preserved when you export the current view to CSV.