Intelligence360 provides powerful real-time reporting capabilities. We've tried to make it easy to find exactly what you need. True/false, or Boolean, filters can report true, false, both true and false, and/or show where that property has missing data (no value exists). This document walks through how to use InsightSquared's Boolean, or true/false, filters.

Filter by True/False

We've tried to make it easy to filter data that is easily identified as true or false, like looking at a list of opportunities and immediately seeing which are won and which are lost.

The True/False Gotcha: True/false filters report on a property in both its true and false states, which means it reports on what it IS and what it is NOT. For example, the Is Won filter shows opps that are won (true) and opps that are not won (false). This can be confusing if you use the same logic you would if you were having a conversation about opps that are "not won", you would probably just say they were lost, right? But by using true/false logic, we can use one filter to report both states of a single property (won vs. not won) rather than having filters for a property and its opposite (won vs. lost). Using this logic also allows for reports to show both possibilities in a single column of a report, shown as true and false so you can easily tell if something is won or lost, closed or open, active or inactive, etc.

Let's keep using the Is Won filter as an example:

• is won = TRUE : Report will only return Won Opportunities

• is not won (lost) = FALSE: Report will only return Lost Opportunities

• both won and lost (won AND not won) = TRUE & FALSE: Report will return both Won Opps and Lost Opps

• Selecting Missing will return reports that are neither true nor false, there is no existing value for the property

Watch how quickly we can adjust the IsWon column of this report to show only opps that are won (true), then only opps that are lost (false), then both!

Examples

Below are some other common true/false filters, but the functionality of using the true/false filters will remain the same as above regardless of the content type.

• Opportunity: Is Closed

  • True = Is Closed

  • False = Is Not Closed → Is Open

• Opportunity: Owner is Active

  • True = Owner is Active

  • False = Owner is Not Active → Owner is Inactive

• Lead: Is Converted

  • True = Is Converted

  • False = Is Not Converted

• Campaign: Is Active

  • True = Is Active

  • False = Is Not Active → Is Inactive

• Opportunity or Account: Related to User

  • True = Related to User

  • False = Not Related to User

Where does the filter information come from?

While the filters might seem like magic, they are actually based on property mapping! Whether a property was mapped in from your CRM or you added a custom property from Salesforce or Hubspot , they all have a specific property mapping configuration that tells the Platform where to get the data and what to do with it. You don't have to look at this just to use a filter, but it's always nice to know where this "magic" data comes from!

To view a property's mapping configuration:

1. Click All Integrations and select your CRM

2. Select Content Settings at the top of the page

3. Select the Content Policy that houses the property you're looking for. (For example, opportunity stage names are under the "Salesforce Opportunities" policy.)

4. A right drawer will open for that policy, select the Content Properties tab

5. Hover over a property to show the "edit" option, click edit.

What determines the filter type:

1. The Property Label will match the filter name. (Ex. Is Won)

2. The property Type determines the kind of filter that will be produced (you can read more about property types in either of these Salesforce or Hubspot articles).

   1. Boolean is the name of the true/false property type, so that's how the filter knows it's true/false.

3. Read Property determines where the Platform will find this information in the CRM from which it was mapped. [Won (Is Won)]

The red arrows below show each of the above fields in a property map that play a part in determining the filter type and its data:

The more you know...

If you run into any issues, please contact support.