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Filtering by status

Here’s how to filter your pipeline report by status:

  • Hover over “Reports” in the navigation bar to select the appropriate pipeline report.
  • In the page menu on the left, select "Filter by status" below the "Filters & Sorting" section.
  • In the dialog that appears, check off the box to the left of the desired status(es).
  • Apply the filter the show records in the selected status(es).
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