Summary
Advanced Filters help you quickly find specific data using conditions and logic.
Filters only work on the page you are currently viewing.
You can create Personal or Organisation filters depending on visibility needs.
Not all fields support the same operators — options depend on the field type.
Business Admins can export results from filtered lists.
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 👍
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 👍
What is Advanced Filtering used for?
Advanced Filtering allows you to narrow down large lists of data in Trail, such as Activities, Contacts, or Opportunities, using specific rules.
Common use cases include:
Finding clients missing information (e.g. empty email fields)
Viewing Activities due within a certain timeframe
Identifying Opportunities in specific stages
What is the difference between Personal and Organisation filters?
Personal filters are only visible to you and are ideal for individual workflows.
Organisation filters are shared across your business and can be used by others (depending on permissions).
Choose the option that best fits how the filter will be used.
Why is my filter returning no results?
If your filter shows no results, check that:
You are filtering on the correct page
The selected fields actually contain data
Your conditions are not too restrictive
You are using the correct operator for the field type
Can I export filtered results?
If you have Business Admin access, you can export filtered results to Excel using the export option at the top of the page.
This is useful for:
Reporting
Audits
Offline review of data