Filter Records with Add Filter

Add and combine filters such as status, and reset them.

For admins

Beyond search, most grids let you narrow the list with Add Filter. Filters stack, so you can combine several conditions to find exactly the records you need.

Add and Combine Filters

  1. Open Add Filter

    Select Add Filter in the top bar to open the filter panel.

  2. Choose a field and value

    Pick a field (for example, Status) and the value to match (for example, Active).

  3. Apply

    The list updates and the active filter appears as a chip, e.g. Status: Active.

  4. Add more or reset

    Add further filters to narrow the list, or select Reset to clear them all.

The available filter fields differ from grid to grid — the Accounts list, for instance, offers account-specific filters that the Users list does not. Open Add Filter on each screen to see what it supports.

Not a B2COPY client yet?

Bring B2COPY to your brokerage and grow on autopilot

Launch copy trading, PAMM, and MAM on your existing servers and turn your best traders into a growth engine — with hosting, monitoring, and support included. Not sure where to start? Talk to us and we’ll walk you through it.

2–4 weeks

Time to launch

$0

Infrastructure cost

40%+

Volume increase