How does the Filter option work in Profit.co?

Profit.co now offers the ability for users to enhance their data filtering capabilities with the new Filter Grouping option in Custom Filters.

Why this feature? 

• The Filter Grouping option simplifies data filtering, allowing users to conveniently access multiple filters in one location.
• This feature enhances efficiency by enabling users to quickly find relevant information, improving workflow and productivity.

Step 1 

Navigate to OKRs to use the Custom Filter option, allowing you to filter data by Status, Tag, Owner(s), Progress %, Objectives, and Key results from one centralized location.

You can save the filter, making it easy to quickly access and apply your preferred settings in the future.

You can access your saved filter in the saved filter dropdown.

Shareable Links for Saved Filters and Custom Views:

You can also share your saved filters and custom views with other users via a simple link.

After applying the required filter, click on More Options and choose Share Link.

A link will be generated. You can copy the link and share it with the necessary users.

This enables easy sharing of pre-configured OKR views, eliminating the need for colleagues to manually recreate filters or search for specific data.

Note:  Custom fields in Objectives and KRs can now be added via the Master Layout and will automatically appear in filters, enabling personalized analysis and a clear path to green.