Adding Filters to a Report in LeadConduit

Create a new report or edit an existing one.
Select the ‘Select Filters’ header. The menu will expand if closed, and close if already expanded.
Select the ‘Add Filter’ button and open the dropdown menu.
5. Select a category from the menu that appears.
Once you select a category, an additional menu will appear presenting you with filtering options.
Select an option.
9. If you change your mind, select the gray back arrow that appears to the left of your selection.
Select an operator.
Type or select the values you’d like to use for your filter.
Select the green ‘Add Filter’ button.
Your new filter will be represented below the ‘Select Filters’ option on the report menu.
Select the ‘Advanced Edit’ option to configure multiple filters at once.
When ready, update, run, or save your report.

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