FAQs in this section
How do I enable filters for a report?
You can enable filters to an insight you are generating. Filters help you drill down data under different parameters to understand the data source better. For example, you can enable filters such as Text, Picklist, Date, and Owner type.
Follow these steps to enable filters for a report:
Follow these steps to enable filters for a report:
- Log in to your CRM account.
- Click the Main Menu.
- Click Platform.
- Click Insights Designer.
- In the editing view, click Edit Filters. Filters popup appears.
- Click +Add Filter.
- Enter the field name to capture the data.
- Select the type of filter from the drop-down.
- Text: The system will filter the data based on a text or keyword in the record.
- Date: The system will filter the data based on the date in the record.
- Owner: The system will filter the data based on the owner of the record.
- Picklist: You can add a drop-down of filters. The system will filter the insights based on the filters from the drop-down.
- Click Save.