! Important Tip !
Use the % (percent sign) in any filter field to populate the multi-select box with all available items.

The Parent Organization selection criteria can be used to narrow down which organizations will be included in the output (by limiting the results to a sub-set of Orgs having a specified org as its Parent).  By default, <All Organizations> will be included in the output.  

If you do not want to include all Organizations, you can use the Parent Organization filter option and click on the filter icon () to narrow down the list of items in the multi-select box.  Once you have narrowed down the list, you can further select and de-select individual items in the multi-select box.


What is eligible to appear in the multi-select box filtered results?

The Organizations that may appear in the filtered results include only those organizations that have been defined to be a "Parent Organization" for any organization.  This relationship is defined on the Organization >> Edit >> Profile tab (Parent Organization field).  If specific Parent Organizations have been specified in this search criteria, the resulting output on the List tab will include those Organizations for with the filtered Org is defined as its Parent Organization.

Note: Additional Organization Access restrictions will only apply to users gaining access to this screen via the Billing Manager (or their alternate) role.


For example, giving the following Org Tree:

Org Code Parent Org
1 none defined
    1.01 1
        1.01.01     1.01
    1.02 1
        1.02.01     1.02
2 none defined
    2.01 2
        2.01.01     2.01
    2.02 2
        2.02.01     2.02


Filtering for an Org Code value of "1" would:



The options available to refine the items included in the multi-select box include:

Parent Organization Filter Fields


Also, for more complex searching:

Learn more about using Wildcards in your filter criteria (e.g. % for all)

Learn more about comma separated lists


Note that after making any changes to the filter criteria, you will need to click on the filter icon () or enter  to re-populate the multi-select box.