PLATFORM WORKFLOW

Task Description: Using the Global Filter

Objective: To show Organization Admins permission level and Users how to apply filters to refine report and widget results. 

Organization: All

System Permission Level: System Admin/User and Organization Admin/User 


What is a Global Filter?

The Global Filter is a tool that allows you to refine the data displayed in your reports and widgets. By applying filters, you can narrow results to only the information that matters most, such as specific contacts, opportunities, appointments, or custom fields. Currently, the Global Filter is only available in the Reports Module, but its functionality will expand to other modules in the future.


How to Use the Global Filter

Step 1 

Click the Filter button located at the top-right corner of the Reports page. The images below will show where to find the Global Filter on the Reports dashboard, Pre-defined Widget configuration and Custom Widget configuration, respectively. 

Reports Dashboard

Pre-defined Widget configuration

Custom Widget configuration


Step 2

A panel will appear on the right side of the screen. To create a Filter, start by selecting a field from the list. 


Step 3 

Once a field is selected, a new interface will appear prompting you to choose a condition from the dropdown. Depending on the condition, an additional field may appear.

Common conditions include:

  • Is: Includes records that match the specified value.
  • Is not: Excludes records that match the specified value.
  • Contains: Includes records where the field contains the entered value.
  • Is one of: Includes records matching any of the selected values.
  • Is none of: Excludes records matching all of the selected values.
  • Is empty: Captures records with no value in the selected field.
  • Is not empty: Includes records where the field has a value (not blank).

For example: If you choose Contains, a text box will display where you can enter a value.

After setting your filter, click the Apply button at the bottom of the panel. This will save the filter.


Step 4 (Custom Fields Option)

If you selected Custom Fields, the process includes an extra step. After choosing a condition, you will see a dropdown of all available questions for the specific custom field type you selected (e.g., all Checkbox questions if you chose Checkboxes). Select the question you want to filter by. Once selected, a new field will appear where you can enter or select the corresponding answer for that question. After setting your filter, click the Apply button to save the filter.


Step 5

The saved filter will appear in the filter list. You can add as many filters as you need. 

  • To combine filters using the AND logic, click +Add Field inside the grey box. 
  • To use the OR logic, click +Add Filter below the saved filters. 

Once you are satisfied with your filters, click Apply Filter to activate them.