Filters let you refine data based on specific criteria for accounts, people, opportunities, or activities. You can create, save, edit, and manage filters for use throughout Demandbase.
See Create Filters and Manage Filters.
Demandbase also provides built-in filters to help you get started:
- Quick Filters: Available at the top of many pages to quickly refine the data displayed.
- Demandbase Standard Filters: Preconfigured filters available by default. See Demandbase standard filters.
Access Filter Details
- From the left navigation bar, go to
Database > [Object] > [Object] Filters.
- Click a filter name to access the following tabs:
- List: View the accounts, people, opportunities, or activities that match the filter's selector criteria. Click Edit Columns to customize the table or Export to download the results as a CSV file.
- Selector: View the criteria used to define the filter. See Working with Selectors.
- Details: View the filter's properties and history.
Filter Details
The Details tab includes the following information:
Field |
Description |
|---|---|
| Name | Name of the filter. |
| Description | Description of the filter. |
| Public | Indicates whether the filter is visible to all users. |
| Member Type | Object type associated with the filter (Account, Person, Opportunity, or Activity). |
| Owner | User who owns the filter. |
| Created On | Date the filter was created. |
| Last Updated By | User who last updated the filter. |
| Last Updated On | Date the filter was last updated. |