The filter system in Codenica ITSM + ITAM is a powerful tool for dynamic data management. It allows you to build custom data sets based on any combination of criteria — including relationships between assets, employees, documents, and tickets. Filters are displayed in the left panel of the application, where you can create as many as needed, name them freely, and quickly reload them from the drop-down list. Supported modules include:

  • IT asset management (computers, devices, software, licenses, consumables)
  • Documents (invoices, warranties, contracts)
  • Clients and vendors
  • Help Desk and ticket management
  • Service Desk (changes, problems, releases)
  • Knowledge base, notes, and tasks
  • Requests, approvals, and file management

The screenshot shows a combination of a panel filter and a table filter. The panel filter appears on the left side of the interface and is available in every module. The table filter, located directly above the list of items (assets, tickets, etc.), allows instant on-the-fly data narrowing. The top section of the panel includes the save button for filters, and filters themselves can be reordered via drag & drop. On the right side, you can see the IT Manager window — the central hub for managing all system objects.

Panel filter view in Codenica ITSM + ITAM

Saving and loading custom filters

Once a filter is created, it can be saved for future use. The system reminds you to do this with a pulsating yellow cloud icon at the top of the panel. You can assign any name to a filter and later reload it from the list. This feature is particularly useful for IT departments that perform regular inventory analysis or ticket statistics in the help desk module.

Saving a custom filter in Codenica ITSM + ITAM
Saving a custom data filter occurs after confirming its name.
Loading a saved filter in Codenica ITSM + ITAM
Loading a saved filter occurs after selecting its name from the list.

The greatest strength of the panel filter system is its ability to filter elements while taking relationships into account. For example:

  • Objects: Devices
  • Category: Hard Drive or Memory
  • Cost: greater than 100 USD
  • Location: US branch
  • Assigned to: employee Susan Boden
This approach enables advanced reporting without exporting data externally. Relational filters are a key part of modern IT asset management systems.

Panel filters also work in item views, allowing you to filter not only lists but also detailed views — for example, all assets assigned to a specific employee or documents linked to a particular device.

Panel filters also apply to item views in Codenica ITSM + ITAM

Practical use of filters in IT management

Filters in Codenica ITSM + ITAM are useful not only in daily IT operations but also for audits, reporting, and cost analysis. Administrators can quickly generate sets such as open tickets per agent, licenses expiring soon, or devices with expired warranties. This makes IT management more data-driven and predictable. The filtering system supports both IT inventory and complete infrastructure management within one environment.

Summary

The filter system in Codenica ITSM + ITAM is one of the most flexible components of the entire platform. It lets users create, save, and reuse their own data views across all modules — from IT asset inventory to ticket management. With just a few clicks, IT teams can retrieve precise, actionable insights that support daily operations and strategic decision-making.