Transaction filtering allows you to control exactly which transactions appear on the Transaction Page. As filters are applied, the summary data at the top updates automatically to reflect your selection.
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Filtering the Transactions Page
Follow these steps to open the Transaction Page Filter and apply criteria to refine the transactions displayed on the page.
Navigate to the Transactions Page.
On the right side of the page, click the filter icon.
Make your desired selections in the available filter fields and drop-downs to define which transactions you want to view on the page.
Click the Apply Filter button at the bottom.
Creating & Updating Saved Filters
To save time and maintain consistency, you can create saved filters to reuse your criteria at any time.
Creating a Saved Filter
Navigate to the Transactions Page.
On the right side of the page, click the filter icon.
Adjust any of the filter fields and drop-downs to define which transactions you want to view on the page.
Click the Save as New button at the top.
Enter a name in the Filter Name field that appears.
Click the Save New button.
Your saved filter now appears in the Saved Filters section. To apply it, simply click the filter name at the top.
Updating a Saved Filter
Saved filters can be updated as your needs change.
Navigate to the Transactions Page.
On the right side of the page, click the filter icon.
In the Saved Filters section at the top, click the filter name.
Adjust any of the filter fields and drop-downs.
Click the Update Selected button to the right of your saved filter.
Deleting a Saved Filter
Saved filters can be deleted when they’re no longer needed.
⚠️ Deleted filters cannot be restored.
Navigate to the Transactions Page.
On the right side of the page, click the filter icon.
In the Saved Filters section at the top, click the X icon in-line with the saved filter you'd like to delete.
Removing Applied Filters
When you apply a filter, it remains selected until you reset the filter.
To remove individual selections in your filter, follow these steps:
On the right side of the page, click the filter icon.
Click the X icon within the selected filter you'd like to remove.
Click the Apply Filter button at the bottom to view your updated filter results.
There are two options to remove all applied filters. Here's how:
Click the Reset All button on the Transactions Page.
or..
On the right side of the page, click the filter icon.
Click the Clear All button in the top-right corner.
Common Use Cases for Filtering the Transactions Page
Here are a few practical ways to use filters to answer everyday business questions:
What is our team's closed volume this quarter?
In the Status filter, select Closed and apply the date range as Q1, Q2, Q3 or Q4.What transactions are currently under contract?
In the Status filter, select Pending.Which transactions are missing a lead source?
In the Lead Source filter, under Aggregates, select None.How many sellers were signed this month?
In the Transaction Type filter, select Seller. In the Status filter, select Signed and apply the date range.How can I pull a report of closed YTD client names and addresses?
In the Status filter, select Closed and apply the date range as YTD. Ensure you're viewing a form that includes the First Name, Last Name and Address fields.