Intelligence - Advanced Filter

As described above you can create an Advanced Filter to identify a group of Partners. You can create as many Advanced Filters as you like and compare the results of one against another.

The following useful fields are available:

• Stand Number – the stand number of the Partner. This information is taken from the Partner record in the Service Centre in Visit.
• Stand Size – the stand size, in m², of the Partner. This information is taken from the Partner record in the Service Centre in Visit.
• Scanner count – the number of Barcode Scanners the Partner ordered
• Scan App Licence Count – the number of Visit Connect Scan App licences the Partner ordered.

Create an advanced filter

1. Click Define Partner filters
2. Click Add Advanced Filter
3. Enter a Name
4. Select a condition
5. Select a field from the drop-down list
6. Select an operator form the drop-down list
7. Select a value from the drop-down list or enter a value manually
8. Click Save
9. Click Preview if you want to see which Partners will be included in the filter results when used to compare against another group of Partners.

You can find more information on Advanced Intelligence here.