Sorting & Filtering Your Data

Sorting Data

• From the Data Campaigns, click on the campaign, to open the Campaign Detail view.
• You can then simply click on any of the column headers to sort using that column. 
  • Sort ascending = click the header once.
  • Sort descending = click the header twice.
  • Remove sort = click the header a third time.

Filtering Data By Completion Status

• From the Campaign Overview, click on the campaign, to open the Campaign Detail view.
• Click on the All Completion Statuses You will then be able to choose whether to show All completion statuses, fully completed or partially completed.

Filtering Data By Export Status

• From the Campaign Overview, click on the campaign, to open the Campaign Detail view.
• Click the All Export Status button. You can then choose whether to show:
  • All Export Statuses 
  • Exported
    • Exported to CRM
    • Exported to CSV
  • Needs Export
    • Needs Export to CRM
    • Needs Export to CSV