Advanced Filtering FAQ

How to best use the filters provided to you to get the results you want!

Conor Ferigo avatar
Written by Conor Ferigo
Updated over a week ago

Trail's advanced filter allows for a wide variety of possible reports. Here are some tips on how to best use the filters to get you the results you're after!

How many conditions can I add?

You can add as many conditions as you'd like to the Advanced Filter! The filter you create can be as simple or as complex as you'd like.

How come my results are including archived/won/lost opportunities?

By default, Trail's filter includes results across the board, regardless if the opportunity is active or inactive. In order to only include active opportunities, include a parameter to account for Open opportunities, like the following:

Alternatively, you can choose to filter only Won, Lost, or Archived opportunities if that is the report you're after πŸ‘

How can I search for contacts that do not belong to a Profile?

To return a list of contacts that do not belong to any profile, use this template from the Contacts tab while on Contacts (not Profiles):

We will be updating this article with more questions and guides and we better understand how our users are interacting with this feature πŸ‘

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