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Reporting using Advanced Filters

You can use saved filters from your interactions module to assist you to build more complex and targeted reports using advanced filters.

SiSta (Customer Success) avatar
Written by SiSta (Customer Success)
Updated this week

Creating an advanced filter

  1. Click on Interactions and select your filters from a wide range of fields from the drop-down menus on the left.

  2. Choose a name for your saved filter - for example Construction Complaints

    Now you have a saved advanced filter.

* NOTE: You can create saved filters in other functions, such as Stakeholder or Task, as well.

Creating a Report using your advanced filters

  1. Click on

    Create+ > Report OR go to a pre-existing report to edit

  2. Follow the instructions in Build your own Report

  3. To build your own widget using Advanced Filters;

    • Click on 'Create New'

    • Add in a widget title

    • Choose your record type from; Stakeholder, Interaction, Task

    • Scroll down to Advanced Filters and then Select saved filter
      ​

    • Select the Chart type to show the data

    • A preview of the widget will show at the bottom of the side-draw

    • Click on 'Add to dashboard'
      ​NOTE: if you cannot add your widget you may need to choose a different chart type or refine your filters to display your data correctly.

  4. Add a note to the report to give additional information on the charts, or relative information relating to your project.

  5. The report can be printed via the icons in the top right hand corner of the page

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