In Qlik, you can filter your data in lots of different ways.
Hot tip: Save time by creating a bookmark to save your frequently used filters for next time.
Here’s an explanation for the commonly used filters.
Country - Select the country you want to filter by. (If unknown comes up check your spelling or reach out to your Account Manager)
Dates - There are many different dates available (more details here). You can set all the date filters to either a single date, or a range of dates. (For advanced date searching tips, click here.)
Tasks Only - This filter only shows actions that are actual tasks within Penny. (Activities which are not tasks are things like adding a new consultant to your downline, getting an order or adding a prospect.)
Activity Group - A broad collection of different types of activities:
Content - Contact - Content shared to a specific contact
Content - Shared - Content posted on social media channels
Custom Lists - Both the total number of lists created, as well as tasks related to Custom Lists
Customer Care - Includes all Customer Care tasks
Prospecting - Includes the Prospecting tasks as well as Add Prospect
Revenue - Includes the tasks Orders and Add Customer
Team Development - Includes the Team Care tasks as well as Add Downline
Other - Tasks not otherwise classified, such as Upcoming Order or Achievement
Activity Type - This is the type of activity completed in each task bucket (ie. Check-in, Reconnect, Reach-out, etc.). Expand the following section to see which activities belong to each
Activity Groupand which activities are consideredTasks. (see here for Activity Type and Group List)
Revenue Bucket - Groups users based on their average monthly revenue over the past 90 days.
Task Bucket - Groups users based on their average number of completed tasks each month over the past 90 days.
Partner ID - This is the ID used by partners (may require using the selections tool)
Penny ID - This is the unique ID given to users of Penny (may require using the selections tool)