Enable the use of advanced search conditions for customers

This guide explains how to activate and use advanced conditions to filter data within the "Customers" report.


Procedure to activate Advanced Conditions

1. Access the Customers Report

  • In the left sidebar, under the Create new report section, select the data source related to Customers (or "Customers").
  • Select the desired view (for example, the summary table).

2. Open the Filters Panel

  • Locate and open the panel titled Filters and sorting (if it is not already open).

3. Enable Advanced Conditions

  • Within the filters panel, scroll down to find the section labeled Advanced conditions.
  • Click on the checkbox next to Use advanced conditions.

4. Enter Search Conditions

  • Once the box is enabled, a new text field labeled Search conditions will appear.
  • Enter your advanced search query here.

5. View Results

  • After entering the query, the system will automatically update the table and charts in the preview area below, applying the advanced search conditions.

> Note: If you uncheck the box Use advanced conditions, the Search conditions field will be hidden and the advanced filter will be removed.