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How to apply data filters to a Document?
How to apply data filters to a Document?
Pratyusha Turlapati avatar
Written by Pratyusha Turlapati
Updated over a week ago

Follow the steps below to filter your data:

  1. Open a Document.

  2. Insert a new widget or use the existing widget.

  3. Select the widget.

  4. Click on Manage Filters

  5. Under "Filterable data columns", select a filter. Apply your filter and opt to include or exclude the option (if it's a campaign filter).

  6. Click Submit.

  7. Submit the changes in the widget.

Have questions about getting started with filtering data? Feel free to reach out to us at [email protected]

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