How to easily find information in tables using filters on the admin console

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Imagine an admin at a busy lending company receives a call from a borrower asking about the status of their loan. The Loans table has hundreds of entries spread across multiple pages. Without a way to search or filter, finding that one borrower’s record would mean scrolling through page after page, wasting time and keeping the borrower waiting.

The Lendsqr admin console solves this with three tools designed to help you find exactly what you need, exactly when you need it: a table search bar, table filters, and a global command search. This guide explains how each tool works, when to use it, and how to get the most out of it during your daily operations.

Overview

On the Lendsqr admin console, several tables including the Customers table, Loans table, and Loan Requests table, support pagination, which means their records span multiple pages. To make navigating these tables faster and more efficient, three search and filter tools are available:

  • A search bar above every table, for quickly finding records as you type
  • Filters on tables that support pagination, for refining results by specific criteria
  • A global command search accessible from any page on the admin console (also opened with the Ctrl K keyboard shortcut), for searching across the entire platform and jumping directly to any module

Each tool serves a slightly different purpose. Understanding when to use each one will make your day-to-day operations significantly faster.

How to search for details on tables

The search bar is the quickest way to find a specific record within a table you are already viewing. A live search bar, labeled “Search this page,” is available above every table on the admin console, allowing you to quickly filter and find relevant data as you type. Simply enter the information you’re looking for, and the table will automatically update to display matching results.

Next to the search bar, most tables also show a Columns button, which lets you choose which columns are visible, and the Filter button described in the next section.

Customers table showing the Search this page box, Columns button, and Filter button above the table

Search bar, Columns button, and Filter button above the Customers table

Note: Searches are limited to the available table columns. For example, if a table includes Username, Email, and Phone Number as headers, you can only search using values from these fields to retrieve the relevant data.

How to use filters on the admin console

While the search bar is ideal for finding a specific record quickly, filters are better suited for refining a large dataset by one or more criteria at the same time. Filters are available on all tables that support pagination and allow you to narrow down results by fields such as status, date range, or specific identifiers.

Filter options by table

Customers table

Admins can filter customers using:

  • Branch
  • Email address
  • Phone number
  • BVN (Bank Verification Number, a unique identifier used in Nigeria; lenders in other markets may see a different national ID field in its place)
  • User status (Active or Inactive)
  • Assigned account manager
Filter panel for the Customers table with Select Branch, Email, Phone Number, BVN, Select Status, and Account Manager fields

Filter panel for the Customers table

Loans table

Admins can filter loans based on:

  • Loan status
  • Branch
  • Loan product
  • Assigned account manager
  • Customer’s phone number
  • Customer’s email address

Step-by-step guide to using filters

  • Click the Filter button above the table.
  • A side panel appears with the filter fields available for that table.
  • Enter or select the relevant criteria, then click the Filter button inside the panel for the table to display matching records.
  • Use the Reset button inside the panel to clear the filter criteria.

Tips for using filters effectively:

  • You can apply multiple filter criteria at the same time to narrow results further. For example, filtering the Loans table by both a specific status and a specific loan product will show only loans matching both.
  • Always use the Reset option when you are done to avoid accidentally leaving a filter applied and missing records in future sessions.
  • If a filter returns no results, check that the criteria you entered match the format stored in the system. For example, phone numbers should be entered in the same format used during registration.

How to use the global command search

The global command search is accessible from any page on the Lendsqr admin console, making it the most flexible of the three search tools. Click the search box at the top of the page (labeled “Search loans, transactions, and more”), or press Ctrl K on your keyboard from anywhere, to open it.

The command search dialog lets you search for records or jump straight to any module or page on the admin console, without needing to navigate the sidebar manually. Before you type anything, it shows a Navigation list of shortcuts to every major section, grouped by area (Customers, Back Office, and so on).

Command search dialog accessible from any page, showing a search box and a Navigation list of destinations across the admin console

Global command search (Ctrl K)

Roles and permissions

Any admin with access to the Lendsqr admin console can use the search bar, filters, and the global command search. However, the data visible in search and filter results will depend on your role and the permissions assigned to it. For example, an admin whose role is restricted to viewing loan requests may not see customer profile data in their search results even if it matches their query.

Read further: How AI Agents will empower lenders

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