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Filtering your Data

How to filter your data when building and analysing Reports in the CRM.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

By applying Filters to Reports in your CRM, you can narrow down your Report results to focus on specific types of data that you're interested in. Filters can be applied on both pre-made Reports and Reports that you've built yourself.

Step 1: Access Filters

To add a Filter to your Report, simply click on the further options (three dots) and select 'Filters'.

Step 2: Add New Filter

A side panel will appear which will detail any Filters which are already applied to the Report, such as Status Flag which by default excludes any deleted records from your results.

To add a new Filter, click the 'Add Filters' button, and a list of fields will appear relating to the Report entity selected.

Step 3: Select Fields to Apply Filters To

Simply select the fields that you wish to apply the Filters to e.g. Account Manager and Estimated Close Date. Once happy with your selection, click 'Continue'.

Step 4: Setting Filter Parameters

Your selected Filters will then be added to the Filters side bar, and we can now set the parameters for each Filter. In this example, we only want to view Opportunities that have David Smith and Julie King set as the Account Manager. As you select the parameters for the filter the results will filter on the report.

Within date Filters such as Estimated Close Date, you'll have a range of date parameters to choose from such as 'In the Last Year', 'Between' two dates or a 'Specific Year'. This allows you to achieve even more precise filtering.


Step 5: Configuring your Columns

You can also individually configure each column to sort data, add filters, add/remove columns, or modify the column's properties (e.g. change the format of the date). Simply hover over the column name that you want to edit and click on the further options menu (three dots to the right) to get the drop-down of options to edit this column.

Step 6: Saving Filters

Once you've applied your required Filters, remember to save your changes to the Report before you close it. Simply click the save icon in the top right-hand corner.

If the Report is completely new, you'll need to give it a name and choose whether to save it just for yourself or make it available to all CRM users. Once happy with your changes, click the 'Save' button.

Top Tips

How to Pin the Filter Menu

To make it easier to access the Filter menu and see what filters are applied to a Report, simply pin this menu. Not only does this make for quick and easy access, but it allows you to manipulate the filter and subsequent results more quickly too. For example, if you had a filter of 'Account Manager', pinning the Filter menu makes it easy to switch the Account Manager and therefore change the Report results.

Step 1: Open the Filter Menu

Navigate to the further options menu (three dots) on a Report in the top right-hand corner. Select the 'Filter' option to open this menu.

Step 2: Select the Pin Icon

Select the pin icon in the top right-hand corner of the Filter menu.

This will change the view of the Report and embed the Filter menu. You can easily unpin this by selecting the pin icon again.

Note: Pinning this menu will only apply on a per Report basis.

How to Favourite a Filter

To make it easier to access key filters and hide any static filters, you can favourite certain filters. By marking a filter as favourite, the filter menu will automatically be pinned and will only show the favourited filters initially. By only showing the favourite filters, you can now easily weild dynamic filters on a more complex Report without having to find them.

Step 1: Open the Filter menu

Navigate to the further options menu (three dots) on a Report in the top right-hand corner. Select the 'Filter' option to open this menu.

Step 2: Select the Heart Icon

Select the heart icon in the top right-hand corner of the filter.

This will then change the look of the Report when you initially open it.

When opening the Report, you'll now only see your favourite filters initially. To see all filters applied to the Report, select 'Show all Filters' at the bottom of the Filter menu.

Note: The favourite filters will only apply on a per Report basis.

A great example of a Report with favourited filters is our 'Customers who bought X but not Y'. Learn more about this Report here!

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