[Insightly Classic] How to set up custom filters for your lists

Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version.

You can create shorter, focused lists by entering filter criteria for most records.

For example, you can find:

• Contacts with an address in New York City
• New organizations added to Insightly this month
• Open opportunities with a forecast close date in the next week 
• Projects that are in the research stage and are tagged for follow-up 

Each tab will display different fields for filtering, including any custom fields you have created.

Once you've created a filter, you can save it, share it, and access it at any time.

You may also be interested in looking at your data through Insightly reports.

Creating a Custom Filter

1. From any list view with filters, click Filter > Create New Filter.

   

2. Choose a field from the Filter by list.
3. Choose a matching selection. You’ll see different matching options depending on the fields you select; for example, date fields will also include greater than/less than options.
4. Enter your matching value.
   
   For numeric values like Opportunity Bid Amount or Probability of Winning, you can just enter a number with no $ sign or % sign.
   
   For dates, you can click a date using the pop-up calendar or enter a relative date. Check out the table at the bottom of this article.
5. Click the Add button to add the new criteria to the filter.

   In the example below, we've selected the Organization Address State field, selected the equals (=) option, then entered NY to find all organizations with addresses which match the state of NY. Searching in filters is not case sensitive, so it does not matter if you enter NY or ny as your value.

   

6. Matching results will be listed below the filter box immediately. Experiment with the steps above until you are satisfied with your filter results.

   

7. After adding your first line of criteria, you can add additional filtering options using the And option to narrow the results to records that match both lines or the Or option to expand the results to include records that include matches for either line.
   
   In this example, we've narrowed the list further by selecting And and choosing the records with the city of New York.

   

8. To delete a filter criteria that you've just added, click the trash bin icon to the right.
9. You can also save the filter for future use by entering a filter name in the Save as field, clicking the Share Filter checkbox to share it with your users, and clicking the Save Filter button.
   
   Filters can't be edited later, so double-check your work!

   

10. Saved filters will appear in the Filter list for future reference, and the filter results will update each time the filter is selected.
    
    Each Insightly user can create their own set of custom filters.

    

11. You can click the X to close the filtered view and return to your full list of records. To delete a filter you have previously saved, click on the trash can icon to the right of the filter name.
    
    You can only delete filters you have created; you cannot delete filters created and shared by other users.

    

Using Relative Date Values

When you’re filtering by a date field, instead of picking a specific date to filter by, you can type in a relative date value like ‘this week,’ ‘last month,’ ‘3 months ago,’ or ‘last quarter.’

We’ve also included a list of examples in the date selector field. Click the information icon to view and select from the list.

Since you can save a filter, you don’t have to create a new filter each week if you want to see contacts that were created last week, just use ‘last week’ as the filter value.

Relative date support includes the following options: