What is segmenting and filtering?
Segmenting and filtering data is a great technique to help organise and analyse large lists of records at ease. By applying filters, you can narrow down your data to focus on only the most relevant records, whether based on specific criteria, like date, location, tags, or type of record. This allows for quicker insights, better decision-making, and more accurate results. Whether you're looking for a particular group of stakeholders, a meeting you had 6 moths ago, or how often the theme of environment came up, filtering helps you find what matters most.
When would I segment and filter data?
There are a few scenarios where you might want to segment and filter your data, this could be:
Some common segmentations include:
Date range - e.g. quarterly, by financial year, by reporting period, or by the project stage
Using Tags or Contact Groups
The Type of Record - e.g. Individual or Organisation
By Communication Method - e.g. Form Responses
Who it was created by or the interaction/relationship manager
Or a combination to create a specific sub-set of records
Now that we know what segmenting is, and what scenarios we will use it, we will walk through some examples on filtering records for stakeholders and Interactions.
These are not the only types of records you can Filter, you can also filter Tasks and Properties using the same methodology.
How to filter Stakeholder records:
Open Stakeholders > Filters
Image shows the Filters section on the Stakeholder page
Using the dropdown options, set your required filters and click Apply;
As an example, I want to find all of the Organisations who are in the Environmental Group, so my filters will be Contact Details > Type > Organisation + People & Groups > Contact Groups > Environmental Group
Image shows example of Filters
If this is a common search that you will run frequently, click on Save applied filter, so that you can select it from the Saved Filters next time
Image shows Saved Filters
If you want to Export, click on the export icon in the top right;
Image shows export icon in the top right
Well done! You have now filtered your stakeholder list!
How to filter Interaction records:
Open Interactions > Filters
Image shows the Filters section on the Interactions page
Using the dropdown options, set your required filters and click Apply;
As an example, I want to find all of the media articles about Accessibility, so my filters will be Communication Details > Communication method > Media Article + Tags > Tags > Accessibility
Image shows example of Filters
If this is a common search that you will run frequently, click on Save applied filter, so that you can select it from the Saved Filters next time
Image shows Saved Filters
If you want to Export, click on the export icon in the top right;
Image shows export icon in the top right
Well done! You have now filtered your interaction list!
If you have any questions, or need support, please reach out to our Customer Success Team or email [email protected].