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. You can also view accounts related to the searched keyword. Enter at least two characters in the Account filter field and click Show All Results for “ ” to open the Select Account window. Then, select the account that you want to apply as a filter. For more information, see Using Advanced Lookup.

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] Search for and select one or more products to filter by.

9. [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.

10. [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

11. [Optional] Search for and select one or more expansion opportunities to filter by.

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

13. Click to close the Filters panel.

Notes:

The Account field remains visible, irrespective of its inclusion in the field set. If you select the Activity Account Not Required field in the CS Cloud Account Settings custom setting, the field set then determines the visibility of the Account field.