Filter Types

Filter Types

The left pane include filter types that can be used to customize a report.
Note: If you do not see the left pane filter types, select to display the pane.
  • Pause your cursor to the right of the filter type name and select + to expand the filter type and view and select options for a filter type. To collapse a filter type, pause your cursor to the right of the filter type name and select .

  • If you do not see all the filters types, select + Show More at the bottom of the Filter pane.

  • To clear options for a specific filter type, select Clear at the bottom of the Filter type. To clear all filters, select Reset.

  • Refer to the table below for more information about each filter type.
Filter Description
SLA Select one or more options including On Time, Critical, and Late. The total number of processes for each SLA option displays after the option.
Projected Click in the From box to display a calendar. Select a From date and select Close. Click in the To box to display a calendar. Select a To date and select Close.
Product Type Select one or more product types.
Process Type Select one or more process types.
Account Rep Select one or more account reps.
Location Select one or more locations.
Due Click in the From box to display a calendar. Select a From date and select Close. Click in the To box to display a calendar. Select a To date and select Close.
Phases Select one or more phases.
Amount Enter a minimum and maximum amount for the transaction.
Context Select one or more contexts.
Progress Enter a minimum and maximum percentage of completion for a process.
Started Click in the From box to display a calendar. Select a From date and select Close. Click in the To box to display a calendar. Select a To date and select Close.
Disposition Select one or more dispositions.
Only pause categories are available because the Pipeline Report is limited to active processes. Stop/end categories will appear in the list as disabled.
Note: Selecting None will show 'In progress' processes.