Filtering Activities in Activity Tracker

To filter the activity data in Activity Tracker:

1. In Activity Tracker, click to open the Filters panel.
2. [Optional] Select a saved filter set, then click Apply.

3. Select an account. If you are on a record page, the Account field is pre-populated with the account associated with the record you are viewing.

4. Select a date range.

5. [Optional] Select My Activities to display only the activities that you own or are assigned to.
6. [Optional] Search for and select one or more activity types to filter by.
7. [Optional] Select one or more object types for which you want to view activities in the Upcoming Activities section.
8. [Optional] If your administrator has enabled custom record types, you can search for and select one or more record types for which you want to view CS activities.

9. [Optional] If your administrator has enabled additional fields in the Filters panel, you can search for and select the following objects for which you want to view CS activities:

   • Success plans
   • Objectives
   • Objective KPIs
   • Playbooks

10. Click Apply to apply the selected filter options. To reset the filter options to their default values, click Reset.

11. Click to close the Filters panel.