You can create, save, manage, and edit filters as needed. Filters can be created for accounts, people, opportunities, or activities and used throughout Demandbase.
See Create and Save Filters and Manage Filters.
Demandbase also provides built-in filters to help you get started. Quick filters at the top of many pages let you quickly refine the data displayed, and Demandbase standard filters are available by default to support onboarding.
Access Filter Details
From the left navigation bar, go to Database > [Object] > [Object] Filters > click on a filter name.
List Tab
The List tab shows the accounts, people, opportunities, or activities that meet the selector criteria. You can click Edit Columns to update the columns shown in the table or click Export to export the list to a CSV file.
Selector Tab
The Selector tab shows the selector criteria. See Working with Selectors.
Details Tab
The Details tab shows the following information:
- Name: Filter name.
- Description: Filter description.
- Public: Whether the filter is visible to all users.
- Member Type: Object type (Account, Person, Opportunity, or Activity).
- Owner: Filter owner.
- Created On: Creation date.
- Last Updated By: Last user to update the filter.
- Last Updated On: Last updated date.