Set Request Search Filters

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  1. Sign in to your site

  2. Click the Requests tab The CRM home page, with the Requests Tab highlighted.

  3. Set the filters on the left side of the screen; results will update automatically as filters are setThe Requests tab's List View section with filters to narrow searching.

    Note:

    The default filters in the system do not include Archived issues or requests in categories that have been disabled. If you want to include these types of issues in the export, you will need to select them in the filters.

    • Saved Searches: View and select a list of searches that have been saved

    • Created Date: Filter by the start and end date of the request

    • Due Date: Select a start and end date for when the request is due

    • Closed Date: Choose the date range for a closed request

    • SLA Percentage: Filter by a specific SLA range

    • Status: Select a request status from the dropdown

    • Priority: Choose High, Normal, or Low priority for the request

    • Assignee: Select to filter by staff members assigned to a request

    • Categories: Filter by a specific request category

    • Geography: Select a geographic location from the list

  4. Click Clear Filters to reset all filters The Requests screen with the Clear Filters button highlighted.