Advanced Filtering
Many tools offer static lists or simple filters that quickly go stale and can’t be shared or reused reliably. Planhat lets you create complex, nested filters across any model – companies, licenses, tickets and more – that update in real time and work everywhere in the platform.
01
Create living global segments
Define segments like “Enterprise >$100k” or “Declining Usage + Low Health” once as global filters and reuse them as workflow triggers, Slack alerts, or the single source of truth for NRR reporting.
02
Combine conditions across the entire data model
Build cross-model rules – for example companies with >5 open high-severity tickets AND usage consumption down 30% – and have the filter follow you across every tab and module.
03
Deliver auto-personalised views for every user
Build one team dashboard that automatically adapts using “owner = current user” filters combined with reusable global segments, so each CSM sees their live portfolio while leaders switch segments in one click.