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Filter Your Data Using Quip

Filter Data Based on Specific Criteria

Now let’s sort the Leads by Source report in Quip, filtering the data based on specific criteria.

  1. Click Data in the top menu and select Filter. Each column head now has a dropdown menu signified with a small down arrow. screenshot showing the Quip report and how to filter it
  2. Click the dropdown menu in the Lead Source column and click Clear. screenshot showing the Quip report and how to filter it
  3. Select Purchased List under FILTER BY VALUES to filter your data by this specific value, and click Apply. You have just updated your report to show data filtered by the new criteria of Lead Source equals Purchased List. screenshot showing the Quip report and how to filter it
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