Stateable's filter system uses groups so you can combine several conditions into one view. Inside a group, conditions are joined with OR. Between groups, you choose AND or OR. That's enough to answer almost any question your team can put into words.
Add your first filter
Open the Data tab. If the left sidebar isn't showing Filters, click the funnel icon.
Pick a field from the list (e.g. Carrier). The values for that field appear.
Check the values you want. As soon as you check at least one, a pill for the group appears in the bar above the grid, and the grid refreshes.
Every checkbox you add to a group is combined with OR. Checking "State Farm" and "Allstate" inside the Carrier group means rows where Carrier is State Farm OR Allstate.
Add a second group
Pick a different field (e.g. Policy Number). A new group appears.
Between the two pills, a connector shows AND. Click it to toggle to OR.
By default, groups are AND-ed together — all conditions must match. That matches how people usually think: "carrier is X and policy is Y".
Rearrange groups
Drag any pill in the bar to reorder groups. Order doesn't change the result — it's just for readability.
Clear filters
Click the × on a pill to remove that group.
Click Clear above the grid to remove every filter at once.
Sharing a view
Filters are stored in the URL, so copying the page's URL and sending it to a teammate preserves the exact view. They'll land on the same filtered grid when they open the link.
Tips
The value lists inside each filter panel are type-ahead searchable. Useful when a field has hundreds of values.
Filters across date fields accept relative ranges ("last 30 days") in addition to explicit start/end dates.
Your most recent filter setup is auto-saved per user. If you close and re-open the app, your last view is restored.
Related
Explore your commission data in the Data tab
Run a one-off export from a filtered view
Create custom fields to enrich your data