Collection filtering allows you to perform filters across many levels of the CRM hierarchy, in essence allowing you to filter data using another set of data. For example, if you wanted to get a list of Companies that had no Contacts, you could do this using collection filtering! Collection filtering achieves this by cleverly filtering the Companies by data stored at Contact level.
Step 1: Navigate to a Report or Create New Report
To start your collection filtering, you'll need to navigate to a Report within the CRM or create a new Report. Click here to learn how to use our Report Builder if you're unsure how to create a Report from scratch.
Once within your Report, 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
A side bar will appear, where you can click the 'Add Filters' button.
You'll then be presented with a list of fields that you could filter your Report by. 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 Report that uses the Company entity. 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 will be added to the side bar. In this example, we want to see a list of Companies that have no Contacts. Therefore, we would change the rule from 'Where Any' to 'Where None'.
The Report will then be filtered to only show Companies that have no Contacts.
There are plenty of possibilities using collection filtering, so if you have any questions on what you'd like to achieve, please don't hesitate to get in touch with our Customer Services Team.
