> For the complete documentation index, see [llms.txt](https://learn.doubletick.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.doubletick.io/enterprise-analytics/introduction-to-segmentation-report/understanding-filters-in-segmentation-reports.md).

# Understanding Filters in Segmentation Reports

#### <mark style="color:$primary;">**What are Filters?**</mark>

Filters let you narrow down your report data to a specific subset of your team, audience, or communication channel. Instead of viewing data for your entire account, you can isolate exactly what you need and generate a focused, relevant report.

Filters can be applied in both Multi-Metric Reports and Multi-Level Reports. You can apply more than one filter at a time to get even more targeted results.

To apply a filter, open your report and navigate to the Filters section. Select the filter you want to use, configure it using the options provided, and the report will update accordingly.

<figure><img src="/files/x5XZbzPRiO1EpiweG3YA" alt=""><figcaption></figcaption></figure>

#### <mark style="color:$primary;">**Default Filters**</mark>

These are basic, ready-to-use filters that are already available in the system — no setup needed. Things like filtering by a specific agent, a WhatsApp number, or a date range. Use these when you want to quickly narrow down your report using simple, everyday parameters.

* **Reporting Managers** – Shows only chats handled by team members who report to a selected manager.
* **Team Members** – Shows only chats handled by a specific agent.
* **Channels** – Shows only chats from a selected messaging channel (e.g., WhatsApp, Instagram).
* **New vs Returning** – Shows only chats from either first-time contacts or repeat customers.
* **Sender Type (**<mark style="color:$primary;">**New**</mark>**)** – Shows only messages sent by a selected sender (agent, API, AI agent, Bot or Uncategorized).
* **Chat Status (**<mark style="color:$primary;">**New**</mark>**)** – Shows only chats in a selected state (open vs Closed).
* **Message Contains** – Shows only chats where a message includes a specific keyword or phrase.
* **Message not Contains** – Excludes chats where a message includes a specific keyword or phrase.

#### <mark style="color:$primary;">**Events**</mark>

Events help you filter data based on **when a value changed**, not what its current value is.

For example, if a chat's **Lead Stage** was changed to **Qualified** today, the chat will appear in the report for today.

**Use Events when you want to know:** *How many chats were updated to a specific value during the selected time period?*

#### <mark style="color:$primary;">**Channel Level Custom Fields**</mark>

Channel Level Custom Fields store information related to a communication channel, such as a WhatsApp number.

Use these filters to analyze reports based on channel-specific information.

**Available in:** Chats, Messages, Telephony, and WhatsApp Groups.

#### <mark style="color:$primary;">**Customer Level Custom Fields**</mark>

Customer Level Custom Fields store information related to individual customers.

Unlike Events, these filters use the **current value** stored for the customer.

**Use these filters when you want to know:** *How many customers currently belong to a specific category or value?*

**Available in:** Chats, Messages, Telephony, and Team Members.


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