Home
Events
Groups
Members

00 Clay Announcements
01 Community General
01 Props and Wins
01 Watercooler
01 Welcome and Intros
02 Bugs
02 Starting with Clay
02 Support
03 Feedback & Requests
03 Tutorials & Inspiration
04 FT Job Opps
Gtm Career Advice
Member Spotlight

Community Guidelines

Powered by Tightknit

Help Needed: Creating Account Status Filter in Report | Clay

Help Needed: Creating Account Status Filter in Report

·

·

Hey team! I'm trying to make a filter in this report to have it show me the account status, mainly interested in if it's an open opportunity or not, and I'm having trouble figuring out how to do so. Can someone take a look when you have the chance and let me know how to do this moving forward? Thanks so much!

3 comments

· Sorted by Oldest

Channeled
APP
·
·
To create a filter in Clay that shows account status, specifically for open opportunities, you can use the "Filter List of Objects" feature. Here's how to do it: 1. Open your Clay workbook containing the account data. 2. Click on "Actions" and select "Filter List of Objects." 3. In the filter settings, choose the column that represents account status or opportunity status. 4. Set the condition to filter for open opportunities (e.g., "Status equals Open" or "Is Opportunity equals True"). 5. Apply the filter to see the filtered results in your table. This will help you narrow down your list to show only the accounts with open opportunities. Can you provide more details about the specific data you have in your table? For example, do you have a column that explicitly states whether an opportunity is open or not?
Sources: Find Companies [Clay 101] - Clay University Filter List of Objects with Clay
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.
Alissa R.
·
·
Please let me know if someone can help, the chat says a few hours for response time - thank you!