Intelligence360 provides powerful real-time reporting capabilities. We've tried to make it easy to find exactly what you need. A common reporting need is to focus on a specific number or amount range. This document walks through how to use InsightSquared's number filters.

Filter by Number/Amount Range

We've tried to make it easy to filter any data that is represented by numbers or amounts by range, as well as give you the ability to filter a number property by "include missing values" to determine where that specific property has no data. Any filter that is represented by a number or an amount can be filtered by range, but you can filter ranges in several different ways:

• Blank Range

• Specific Range

• Open-ended Range

Blank Range

Adding a number/amount filter to a report will create a column in your report dedicated to that filter, but that doesn't mean you have to filter any of that data out. You can leave the number range blank in the filter to set no parameters to see ALL of the data for that filter, no minimum or maximum applied. The filter below would show all opps and the "Number of Meetings" column, for example, would display all data, even empty cells where data is missing. If a filter is added to a report but not filtered, it will show all data in the column and have a light background indicating the data is not being filtered. (When a filter is specified, the background will be darker and move to the beginning of the list of filters so you can tell which columns have data being filtered and which do not.)

Specific Range

Setting both a minimum and maximum number range will show only the opps (or meetings, people, etc. depending on what kind of report you're running) that meet the filter range, and information outside of that range will be filtered out of the report. The filter below would only show opps that have 10-40 meetings and any opps with missing data. Any opp with 9 or less or 41 or more meetings would not be included in the report. (When a filter is specified, the background will be darker and move to the beginning of the list of filters so you can tell which columns have data being filtered and which do not, you can see that the "Numer of Meetings" filter pill below has a dark background, so we know a filter has been applied to its data.)

Open-Ended Range

Setting a minimum with an empty max, or setting a max with an empty minimum will only set a parameter in one direction. Setting a filter range with a minimum of 10 and no max will return only opps (or meetings, people, etc. depending on what kind of report you're running) with 10 or more within that filter, with a max of infinity. The filter below would show all opps with 40 or fewer meetings and opps with "Number of Meetings" data missing. Any opps with 41 or more meetings would not be included in the report. (When a filter is specified, the background will be darker and move to the beginning of the list of filters so you can tell which columns have data being filtered and which do not, you can see that the "Numer of Meetings" filter pill below has a dark background, so we know a filter has been applied to its data.)

Missing: Selecting "include missing values" will include opps that have no data for that filter. For example, if you filter by "Number of Meetings" and there is no recorded number of meetings data, you will still see the opps without data, but there will be no number. Alternately, when you unselect "include missing values", the opps with no data for that filter will not be included in the report and all opps that are included will have a number in that column (even if that number is zero!) You see this reflected in the "OR MISSING" part of the filter pill.

How do I determine which range to use?

Use a sentence to describe the data you want to see for a filter and you'll realize you've already established in your mind what kind of number range you want to use. For example, "Show me opportunities with an amount of $200,000 or more." This sentence has already established the filter you want to use (amount), given a minimum of $200,000 (min), and "or more" indicates an open-ended max. Here are some common words and phrases that indicate a certain type of number range:

Blank range: "all", "everything"

Specific range: "between", "from X to X", "greater than X but less than X"

Open-ended range: "less than X", "greater than X", "more than X", "above X", "below X", "from X", "up to X"

Examples

1. Filter: Number of Meetings is at least one, but nor more than ten (1-10), including missing values.

1. Click on (or add) the Number of Meetings filter.

2. Establish a specific number range of 1 - 10

3. Select "missing" then click Apply to show opps that have no data entered for the Number of Meetings filter.

See the filter configuration and resulting report below, no opp with fewer than one meeting or more than ten meetings will be included in this report.

2. Filter Opportunity Amount $100,000 or more with no missing values.

1. Click on (or add) the Amount filter

2. Establish an open-ended number range of $100,000 - [leave blank]

3. Unselect "missing" to exclude opps with no amount entered, then click Apply

See the filter configuration and resulting report below, no opp with an amount less than $100,000 or missing values will be included in the report.

3. Filter Number of Meetings to show all Number of Meetings, including missing values.

1. Click on (or add) the Number of Meetings filter

2. Establish a blank range

3. Select "missing" to include opps that have no Number of ContMeetingsacts entered, then click Apply

See the filter configuration and resulting report below, all present and missing opps with Number of Meetings data will be included in the report.

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. Amount or Number of xyz)

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. Number properties can be:

      1. Number with Decimal is used in this example

      2. Integer

3. Output Display Format determines how the data is shown, the Output Display Options are determined by the Property Type selected above. Options for Numer Type Properties are:

   1. Currency is used in this example

   2. Percentage

   3. Duration

   4. Phone Number

   5. Default Formatting will display the data as it's displayed in the CRM from which it was mapped.

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

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 have an example you'd like us to add here, please contact support!