Buildr gives you the power to create custom views for your companies, contacts, and projects with filters. Filters are a valuable tool for viewing and evaluating your data, building custom reports, and saving your personal and shared views.

​
Creating Your Filters

To get started, navigate to your Company, Contacts, or Project view. Click Filters at the top menu & select + Add Filter. Here, you can select any category you wish to filter your view by. Let’s say you wish to view all Projects that are assigned to you.
  1. Click + Add Filter
  2. Select Assigned To from the drop-down menu. Set the condition as Is any of.
  3. Choose your name from the drop-down list of users. Click Done.
Your view will now show all projects that are assigned to you. If you wish to save this view as a personal or shared view, navigate to the top of the page and click My View. Select Duplicate view from the drop-down menu. Here, you will be prompted to name the view and save it as a personal or shared view. Finally, click Create, and your view will populate under the list of views on the left side of the page.

​
Layering Filters

Buildr enables you to layer multiple filters on any given view to evaluate your data. Click +Add Filter and repeat the steps above for each filter.

​
Removing Filters

To remove a filter, simply click the trash can icon on the right side of the filter, and click Done.