The Filter By feature allows you to refine your search results when viewing a list or a report.

You can find the ‘Filter By’ option located on the left sidebar of all lists and reports. By default, the system offers two classification options.

Assigned to

While reviewing a list or a report of documents such as Issues, Leads, or Opportunities, you have the option to filter the search results to display only the documents assigned to a specific individual. The Assigned to drop-down menu will also indicate the count of documents assigned to each individual.

Created By

Similar to the “Assigned To” filter, you can also categorize documents based on the entity that created them. For example, if you wish to view all the Issues raised by a specific entity, you can do so using this option.

Add fields

In addition to the default Filter By options, you have the flexibility to add custom Filter By fields according to your specific needs for any document list or report.