Inverting and Adding Additional Values a Filter

Overview

Exclude or add multiple answers to a field of information to your reports by inverting a filter or using the + option. Use it to quickly find the inverse of what you are looking for, as well as add in additional input values quickly.

Linked Articles:

Create Custom Reports

Contacts Filters Glossary

Activities Filters Glossary


How To Use This

Inverting a filter is an excellent option to use when trying to quickly update a filter. Once you have established the filter you wish to invert, simply click on the title of the filter (e.g. "In City"), which will highlight the entire filter in blue.

Once this has been done, click on the ! that appears, and doing so will turn the filter value pink. This means the filter has been inverted.

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In the example above, the initial search was for Contacts in Nashville, TN. Once inverted, the filter looks for contacts that are not in Nashville, TN.


When To Use It

This is certainly a different way to look at your data. Use this when building the alternative will take too long. For example, if you want to find contacts not in Nashville, TN, that filter would be very long if you were just looking for contacts in every other city. 

This feature is also useful when you need to find a contact who completely lacks a value. 

This is a good option to keep in mind when trying to find exactly the right list of contacts you need.


What About That + Sign?

When using this function, you will also see that there is a sign next to the invert option. This option is used to add additional inputs. So, for example, if you want to find contacts in Nashville, TN; Dallas, TX; Los Angeles, CA; etc., use the sign to do so.

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