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Collection Filtering
Collection Filtering

Filter data across many levels of the CRM hierarchy using collection filtering

Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Collection filtering allows you to apply filters on a Report across many levels of the CRM hierarchy. Here are just a few examples of when you might want to use collection filtering:

  • When you want a list of Companies - but only those without any Contacts

  • When you want a list of Contacts - but only those where they have an an open Opportunity

  • When you want a list of Companies - but only those who've bought in the last 7 months

Step 1: Navigate to a Report/Create New Report

Open up a standard, pre-built Report in the CRM or create a new Report. In this example, we'll start with a Company Report, as we want to end up with a list of Companies without any Contacts.

Then, click the further options menu (three dots) located in the top right-hand corner, and select 'Filters' from the drop-down.

Step 2: Select Data Set to Use for Collection Filtering

In the side panel, click the 'Add Filters' button.

You'll then be presented with a list of fields that you could filter your Report by. To apply collection filtering, click the 'Show More' button to get a full list of fields.

In the screenshot below, we've highlighted just some of the collection filters that can be used from a Company Report. For this example, we're going to use the 'Contacts' collection filter.

Step 3: Choose Rules for Collection Filter

By selecting the Contacts collection filter, a new filter has been added to Filters panel. From here, we can now apply further rules. In this example, we want to see a list of Companies with no Contacts, so we'd change this from 'Where Any' to 'Where None'.

The Report will then be filtered to only show Companies that don't have any Contacts associated with them.

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