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

Channeled
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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
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Alissa R.
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Please let me know if someone can help, the chat says a few hours for response time - thank you!