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How-to Set-up Clarify Auditor Filters and Groups

24th December 2019

With the steps below, we will show Clarify users how to customize the Cleo Clarify Auditor with Filters and Groups.

Goto Clarify Auditor

Cleo Clarify 4 Auditor Tab

From the Admin Console, goto the Auditor tab

Create Log Filter Group

Cleo Clarify 4 Create new Log Filter Group

Once in the Auditor, create the Log Filter Group.  Users can do this by clicking on the Add New Log Filter Group icon near the top.

Name New Filter Group

Cleo Clarify 4 name new log filter group

Users can now name their group.  In this example we named the group SHG.

Creating Log Filter 1

Cleo Clarify 4 add expression for Log filter

After, the Log Filter Group is created, the Cleo Clarify user will want to do is add a Log Filter to their Log Group.

We will be adding an Inbound 850 BPS Log Filter to the Log Filter Group.  

We will select the Add Expression icon since there already is a Group started.

Cleo Clarify 4 save Log filter

Testing Log Filter 1

Cleo Clarify 4 Testing Log filter

the Clarify user can select their Log Filter Group. The group and it will show the Inbound 850 BPS processes in the Log Entries.

Creating Log Filter 2

Cleo Clarify 4 Create Log filter for inbound walmart transactions

Another Log Filter we can create could be for a specific Trading Partner

On the Log Type dropdown select Route

Next select Add Expression. Here we will search on where the Sender ID contains Walmart.

Select the Save Quick Search as Log Filter icon.

Testing Log Filter 2

Cleo Clarify 4 testing Log filter for inbound walmart transactions

At this point, the Clarify user can select their Log Filter. The filter will show only Inbound Walmart processes in the Log Entries.


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