Advanced filtering on reporting tables

Ramp’s enhanced date filtering and improved filter actions make it faster and more precise to segment and navigate data across Bill Pay, Card Transactions, Vendors, and other reporting tables. The goal is to enable finance teams to build expressive, predictable filters and find the exact records they need quickly.

What you need to know

• Tables support multiple date-related filters applied at the same time. For example, filter Bill Pay by both Invoice date and Payment send date concurrently.
• Each table has a designated primary date filter near the main search bar, such as Invoice date on Bill Pay or Card transaction date on Card Transactions.
• Additional date filters appear as badges below the primary filter, making it easy to layer criteria.
• Common ranges include Today , Yesterday , This month , Last month , and custom ranges.

Methods of filtering

• AI search on tables
• Layered date filtering

AI search on tables

AI search helps you find exactly what you're looking for in Ramp tables using natural language. Instead of manually selecting multiple filters, you can type queries like "Meals over $200 last month," and AI may suggest or apply supported filters for you.

How AI search works

AI search is an additive experience designed to help you filter tables faster without changing how tables work. When you use the Ask option in table filters, here's what happens:

1. Immediate text search — As soon as you press Enter, your search runs against the table as a text search so you can see initial results right away.

2. AI analysis — At the same time, AI analyzes your query against the filters and table options supported by AI search.

3. Smart results — Based on how AI interprets your query:

• AI may suggest changes in a popup for you to review.
• AI may apply changes automatically when it can confidently interpret your request.
• If AI does not identify a supported table change, the text-search results remain.

This additive approach keeps the immediate text search available while AI identifies supported table changes.

Using AI search

1. On a supported table, click the Search or filter field
2. Review the rotating examples in the Ask: row for queries that work well
3. Type your query in natural language
4. Press Enter or select Ask: [your query] from the dropdown

While AI search is processing, you'll see an animated badge with your search text and moving dots.

Reviewing suggested filters

When AI search suggests filters (instead of applying them automatically), a popup will appear anchored to the search badge showing:

• A Suggested filter or Suggested filters badge
• The filters, sorts, or groupings the AI identified
• Keyboard shortcuts for quick actions

To accept the suggestions:

• Press Y on your keyboard, or
• Click Apply all

To dismiss the suggestions:

• Press N on your keyboard, or
• Click the X button

To apply individual suggestions (when there are multiple suggestions):

• Click a suggestion to apply or remove it immediately

If you dismiss the suggestions, your original text search results will remain on the table.

Canceling a search

To cancel an AI search while it's processing:

• Hover over the animated badge and click the X button that appears

Clearing and resetting

• Type "clear" and press Enter to remove user-applied filters. Filters fixed by the table remain.
• Type "reset" and press Enter to restore the table's configured default filters. This does not reset sorting, grouping, or columns.

Example queries

AI search understands a variety of natural language patterns. Here are some examples by category:

Amounts and dates

• "Over $500 last month"
• "Between $100 and $200 in Q4"
• "Under $50 this week"

Status and states

• "Pending approval"
• "Missing receipts"
• "Cleared transactions"

Combining criteria

• "Meals over $200 last month"
• "Pending invoices from engineering vendors"
• "Failed payments in the last 7 days"

Sorting and grouping

• "Sort by amount descending"
• "Group by department"

Clearing or resetting filters

• "Clear" removes user-applied filters
• "Reset" restores the table's configured default filters

Where AI search is available

AI search is available on enabled tables that have at least one supported structured filter. When it is available, example queries rotate in the Ask: row of the filter dropdown.

Tips for best results

Be specific when needed

• The AI will try to match your query to the most relevant filter
• If you search for "David Wallace," it may match to cardholder, next approver, or another person-related filter
• To target a specific filter, include it in your query: "next approver David Wallace" or "cardholder David Wallace"

Use clear time references

• "Last month," "Q4," "this week," and specific dates all work well
• "Recently" is less precise and may not filter as expected

Reference filter values directly

• "Pending" is clearer than "not yet approved"
• Use the same terminology you see in the table's existing filters

Combine multiple criteria

• AI search can handle complex queries like "Cleared transactions from software vendors over $1,000 last quarter"

Troubleshoot AI search filters

Filters aren't matching what I expected

• Try being more specific about which filter you want to target
• Check the existing filter options in the table to see what values are available
• Use explicit amounts and dates rather than relative terms like "large" or "recent"

I want to clear the AI search

• Click the X on the AI search badge to remove it

Related articles

• Advanced filtering on reporting tables
• Exporting table data
• Saved views and custom table configurations

Layered date filtering

Step-by-step

1. Set primary and secondary date filters

• Locate the primary date filter near the search bar, e.g., Invoice date on Bill Pay. Pick a date or range.
• Add secondary date filters, e.g., Payment send date , Contract end date , which appear as badges below.

2. Use filter actions consistently

• For a removable filter, use Remove filter on the left side of its badge to clear it.
• Available actions depend on the filter. Some filters may show Apply, some date filters may show Reset, and supported list filters may show Exclude.

3. Enter free-text search terms

• On tables with dedicated free-text search, click the search field to type vendor names or keywords.
• Edit or remove the resulting search badge next to the search bar to adjust your query.

Role-based functionality

For employees

• Quickly find relevant transactions or invoices by combining dates and amounts. Consistent action placement and keyboard autofocus speed up daily searches.

For managers

• On tables that support saved views, create detailed views using multiple date filters for recurring spend monitoring. Use date filters and the search badge to monitor contract statuses and vendor health.

For admins

• Configure robust reports with multi-date filters and free-text search where those controls are available.

Use cases and examples

• Finance team reviewing bill payments: Use Invoice date and Payment send date together to find invoices sent last month but paid this month.
• AP analyst tracking card transactions: Filter by Card transaction date plus amount ranges to audit a period for reconciliation.
• Vendor manager monitoring renewals: Apply Contract start date and Contract end date together to see contracts ending soon, and use the search badge to find vendors by name.

Best practices and tips

• Combine multiple date filters to fine-tune results, e.g., custom Invoice date range plus Payment send date: This month .
• Filter actions depend on the filter type. For removable filters, Remove filter appears on the left, while Apply, Reset, or Exclude appear when supported.
• Use keyboard autofocus in filter inputs to minimize mouse usage and accelerate entry.
• Use search badges for vendors or keywords to keep text search separate from structured filters.
• On tables that support saved views, save a view with multiple date filters for recurring audits and reports.

Frequently asked questions

Can I apply more than two date filters at the same time?

Yes. Multiple date filters can be applied simultaneously for detailed queries across three or more date fields.

How do I remove a date filter once applied?

If Remove filter is available, click it on the left side of the filter badge you want to clear.

Can I search vendors using free-text while applying date filters?

Yes. Free-text search appears as a separate, clearable badge next to the search bar and works alongside your date filters.

Where can I find the primary date filter on each table?

Near the main search bar at the top of each table, labeled per context (e.g., Invoice date on Bill Pay).

How do I save a filtered view with multiple date filters?

On a table that supports saved views, apply the filters and select Save as new view from the view menu.