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Finding and Filtering Activities Using Custom Fields

Help users organize and export specific subsets of data based on their added properties.

Updated over 3 weeks ago

Filtering Your Workspace

To manage large volumes of data, use the Filter Bar at the top of your activity list.

  1. Open Advanced Filters: Click the filter icon in the Activity view.

  2. Select Custom Fields: Under the "Optional Fields" or "Custom Tags" dropdown, you can select the specific field you added (e.g., Department).

  3. Apply Values: Type or select the value you want to see (e.g., "Marketing"). The list will instantly update to show only those records.

Using Custom Fields in Analytics

If you have access to Advanced Analytics:

  • Custom fields can often be used as "Slicers" in your dashboards.

  • This allows you to compare emissions by your own internal categories (like comparing "Office A" vs "Office B") even if those aren't standard platform categories.

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