In this article:
Applying filters and sorting to reports narrow your results by including only records that meet specific criteria. For example, you can view records based on account type or geographic region. As long as the property exists in your data, you can apply the filter.
Reports – Explorer Plan Changes
Effective March 4, 2025, the Free Explorer plan will no longer support report exports.
‼️ Important: If you were a Free Explorer customer before March 4, 2025, you’ll keep your current export functionality until July 1, 2025.
Still need exports? If your partner is a Supernode or Enterprise customer, you will automatically receive an Account Mapping Pass, which allows you to export up to 100 records. Click here to learn more.
Add Filters to a Report
Click the Mapping icon on the left navigation bar, from the side panel, click on Create a Report or Saved Reports.
To add filters to the report:
Click Add Filters button to open the filter options window
Select New Filter Objects for both your company and your partner company by clicking on the company name
Use comparison operators like
is,is not,is empty,contains, etc., to define filter logic
The Comparison Operator
Next, you will choose what kind of comparison you want to run on the field you selected.
The is operator will cause the filter to only include records where the field you selected matches the value(s) you provide next.
The is not operator does the opposite, excluding any records that match the value(s) you provide next.
The is empty and is not empty operators are special cases that allow you to match against a blank value. These are necessary because the values list is unable to capture the concept of a blank value. Note that if you pick either of these selectors, the values list will disappear, as it is not needed.
The Values List
This final section of the filter builder allows you to specify one or more values for the filter. It offers a predictive type-to-search feature that will automatically suggest values from your data set based on what you type.
After selecting one value, you can continue selecting to add another value to be included in the filter.
Filter Groups
In some cases, you may want to introduce complex logic by filtering on multiple fields, and even using a combination of and logic between your filter groups.
Click +Add Filter below your current filter to add another filter group to your logic. For example, multiple fields from the Account object. You can also add filters from another object by clicking New Object Filter, to filter on other objects, like User or Opportunity objects.
Filtering on Partner Data
To filter on partner data, configure your report with one of your Populations, compared to one partner and one partner Population. Click Add Filters, click the Partner Name, click New Object Filter and select the partner field to filter on. Complete the same steps as listed above:
Select a field
add Comparison Operator
Add Values
Add Filter Groups
After completing the filtering process, click Apply Changes. Once you are satisfied with the changes, be sure to click Save Report.
Quick Filtering and Sorting
Quick filters are also available directly on column headers:
Click the Funnel icon in a column header
Select Add Filter to apply a filter to that column
Click the Funnel icon in the column header to choose ascending or descending order for the data in the column
Be sure to click Save when you are done.
✍️ Note
Saved Reports are only available on the Connector and Supernode plan. To upgrade your account, visit the Plan & Billing page.
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