Filtering your Data

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

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

By applying Filters to Reports in Prospect 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 will remove any deleted records.

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, for example 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.

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