Advanced Filters in Express Reports

The Advanced Filters in Express Reports feature introduces intelligent keyword search and multi-level filtering capabilities for text-based and categorical data fields. Sales users can now quickly narrow down large datasets in Express Reports using intuitive keyword entries or layered filters—enabling smarter report creation, faster insights, and improved decision-making. Whether filtering opportunities by region, accounts by industry, or leads by source, this feature brings precision and speed to day-to-day reporting.

This feature offers the following business benefits

• Time Efficiency: Enables faster identification of key data points, significantly reducing the time spent on building or analyzing reports.

• Enhanced Accuracy: Allows users to filter with precision, improving the quality of insights and leading to better sales decisions.

• Improved Productivity: Empowers Sales Managers and Reps to act on refined data instantly, helping them focus on the right deals and activities.

Steps to Enable

You don't need to do anything to enable this feature.