Configuring Advanced Filters in the Partner Accounts List

Use advanced filters to obtain a list of partners that meet specific criteria. You can filter by Partner Activity, Embedded Access Apps, Campaign Activity, and CRM Integrations. 

1. Navigate to Partner Management > Partner Explorer > Partner Accounts. 
2. Click Advanced Filters.

3. [Optional] Click Partners to filter the list to one or more partners.

   

4. Select the options under each filter category to retrieve the information that meets your criteria:
   • Yes = Show me the partners that have this
   • No = Show me the partners that do not have this
   • Ignore = Do not include this in the filter
5. [Optional] Click Reset to clear the filter.
6. Select Save.