Narrow your search by entity or property

Learn how to use the Advanced Filter to take your analysis further and answer more complex questions. It’s a powerful way to refine your search results and uncover deeper insights in your data.

 

Learn how you can use the summary view and properties menu to summarize selected data, or narrow the view for a more detailed analysis.

Advanced search helps users build detailed reports by applying specific filters to narrow down data. Users can set multiple rules and combine them with conditions like AND or OR to customize and refine their search results. This feature is ideal for creating precise reports or favorites based on specific criteria.

In this video, learn how to build a low margin report using advanced search - and then create a color-coded alert for your dashboard or home page.