How to filter the account summary by region
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Merriott Lyle Distribution: documents · How to filter the account summary by region
Regional director needed to filter account summary to their region only for quarterly review; Neil asked Bethan for guidance; saved view approach worked and saved manual time.
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Current to 12 Oct 26Regional director needed to filter account summary to their region only for quarterly review; Neil asked Bethan for guidance; saved view approach worked and saved manual time.
Problem: A regional director wanted to see only their own region's accounts in the summary view rather than all accounts. Handling: Bethan suggested a saved view with a region filter; Neil tried the approach and confirmed it worked. Watch: This shows successful adoption by non-technical users; the brain is reducing time spent in spreadsheets and manual system checks.
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Updated 9 Oct 26Trail
created · Neil Ashworth 22 Oct 2025 11:48Hi, One of our regional directors is trying to use the brain to pull together an account summary for their quarterly review, but they're struggling to filter by region. They want to see all the accounts for their region and only that region in the summary view. I understand we can tag accounts by region in the CRM, but I'm not sure if the brain can filter on that or if we need to set something up differently. Can you point me in the right direction? Thanks, Neil- public_reply · Bethan Lister 22 Oct 2025 14:51Hi Neil, Just so I've got this right: the director wants to see only their region's accounts in the summary. Yes, the brain can filter on tags from the CRM. I'd suggest setting up a saved view or dashboard that filters on the region field. That way they can just open it each time they need it rather than applying the filter manually. Can you try that and tell me what you see when you build the filter? Thanks, Bethan
- public_reply · Bethan Lister 24 Oct 2025 15:43One more thing: if you want to make this even easier, you could build a dashboard that has the region already hard-coded into the filter. That way the director just opens it and it's ready to go. Would that be helpful? Thanks, Bethan
- public_reply · Neil Ashworth 24 Oct 2025 16:26Thanks Bethan. We tried the saved view approach and it's working. The director can now see just their region's accounts. I'll mention the dashboard option to them for future, that might be useful for their monthly reviews as well.
- public_reply · Neil Ashworth 28 Oct 2025 14:55Just to close this out: we've set everything up now and the director is using the saved view to pull their quarterly account summary. This has saved them a lot of time manually checking multiple systems. Much appreciated!
- status_change · 9 Nov 2025 23:59