Sorting & Filtering
Written By Sara Irfan
Last updated 4 days ago
What is Sorting & Filtering?
Sorting and Filtering let you organize and narrow down the data on the Sub-Accounts and Users tabs. Sort by any column to rank accounts or users by a specific metric, and use filters to show only the rows that match your criteria.
What You Can Do with Sorting & Filtering
Find your most at-risk accounts fast. Sort by "Last Login" in ascending order. Accounts that haven't logged in the longest will be at the top.
Focus on a specific SaaS plan. Filter by Plan on the Sub-Accounts tab to see engagement for just one tier.
Isolate ghosting users. On the Users tab, filter by Frequency: Ghosting to see every individual user who is barely engaging.
Build targeted lists. Combine filters (e.g., Status: Active + Plan: Starter) to find specific segments, then use Bulk Actions on the result.
Review key contacts only. On the Users tab, filter by Key User: Yes, to focus on the users you've flagged as important.
How to Sort
Click any column header to sort by that field.
Click again to reverse the sort direction (ascending ↔ descending).
Filter Options
Sub-Accounts tab:
Users tab:
