Filtering

Filter to see what is important to you.

Overview:

Filters make finding the clients you need seamless. Sort by clients you are assigned to, by category or advanced options.

Category:

Select a category of client on the top bar, this will show you clients and dashboard data for this specific category only.

Filters:

From inside the client table or dashboard, click “filter” on right hand side:

Filter by:

• Client

• Account manager

• Product

• Active status

Date Range:

You may see data for a specific day or date range. Double tap a date for single view or click one day and another to create a range.

Facebook data goes back 3 months upon connecting an ad account.