The next thing you can do is filter the data. Click the ‘Filter’ tab.

Your chosen filters will then appear under the chart. You can have multiple filters per chart.

• For example, I want to filter my report by Opportunities that have a status of ‘Live’.

Date Filters

For date filters, click the dropdown under ‘Type’. For example, you could choose to filter the dates by ‘This Year’, or you could choose ‘Exact Period’.

The exact period filter allows you to select exact dates that you wish to report on. Choose a start and end date.

Next Step: Customising the Report