DEALERSIP User Manual

Do following steps to create custom filters:

1. Load the report with standard filters first.
2. Hover the mouse over the report. You will see three icons on every cell in the report, as shown in this image:   
3. Click on the desired icon. Refer the following section to understand how these icons work.

Understanding the Three Filter Icons

• Multi-Value Filter: The first box allows filtering data in a column based on multiple values.
  • For example, to filter leads interested in Audi A3 and Audi A5, hover over Audi A3, click the first box to check it, then hover over Audi A5 and click the first box again.
  • Click on the last filter icon to filter data where leads were interested in both Audi A3 and Audi A5.
• Edit Filter Value: The second icon allows adding or editing a filter value before applying it.
  • Clicking this icon adds a filter to the custom filter section and opens the filters panel.
  • You can change the filter value and click on the View Report button.
  • Alternatively, click on the Download Report button to download the report directly without loading it in the UI.
• Instant Filter: The third button applies the filter instantly based on the previously selected values and the value of its parent cell.
  • If you want to instantly filter leads interested in Audi A3, hover over the cell containing Audi A3 and click the instant filter icon.
  • The report will reload, showing only leads interested in Audi A3.