Data Filtering

No code advanced cross-model querying

No code advanced cross-model querying

No code advanced cross-model querying

Use filters to segment data at a granular level. Be it for ad-hoc analysis, shared collaborative pages, or as triggers to notifications and automations, Planhat allows you to build advanced rules on top of your data models.

Highlights
  • Filter single-model pages on that model, or reference the Company model for cross-model querying

  • Filter profile templates, field conditions and field rules on same-model properties

  • Construct global filters that can be used as triggers to automations and notifications, as well as a shared source of truth for your teams

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.