Filter Logic (List Views)

Overview

Filter logic governs how and when filters apply when you have multiple filters. In the example below, the Accounts that are in Illinois or Hawaii with Prospects are shown.

Add Filter Logic

You can add filter logic for more precise results. For example, if you want to view prospect Accounts either from Illinois or Hawaii:

  1. Select Add Filter.
  2. Add the desired items you wish to filter by and select Done.
    • You can add multiple items.
    • Example: State/Province Illinois, State/Province Hawaii, Account type Prospect.
  3. Select Add Filter Logic.
  4. Enter the Filter Logic.
    • Example: To look for individuals from Hawaii or Illinois that are prospects you would enter "(1 OR 2) AND 3".

After adding a filter to your report, the filter is numbered. Your first filter becomes Filter 1 and your second filter becomes Filter 2, etc. You apply filter logic based on these numbered filters.

In the example below, enter a “1” for the first filter “State/Province equals Illinois”, a “2” for the second filter “State/Province equals Hawaii” and a “3” for the third filter.

  • Navigate to the desired Object tab (e.g. Accounts tab).
    • 1 OR 2 = Display either Grand Rapids or Detroit AccountsClosed A business entity/company (not both).
    • 3 = Whether the Accounts are from Grand Rapids or Detroit, Prospects will be shown in the list view.