# Filtering

Filters help you quickly narrow down data across Scorecards, Rocks, To-Dos, Issues, and Headlines, as well as by Teams and People, allowing you to customize your view and use filters to manage your workspace efficiently.

URL: https://www.success.co/docs/guides/filtering  
Published: 2025-12-01

## Filter Options

## Using the "Is / Is Not" Filter Condition

The **"Is / Is Not"** filter condition allows you to control which data is displayed by including or excluding specific values. This filter is used consistently across Scorecards, Rocks, To-Dos, Issues, Headlines, Teams, and People, giving you flexible ways to customize your view.

#### Steps to Select Teams:

1. Click on the **Team filter** field.

2. **Select a team from the dropdown list.**

   - This is required. The **"Is"** and **"Is Not"** filter conditions will only appear after you’ve selected a team.

3. After selecting a team, choose the filter condition:

   - **Is** - to include the selected team(s).
   - **Is Not** - to exclude the selected team(s).

![Rocks page with the Team filter condition menu open, showing the is and is not options](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01Ke60eQqSJmYp0zWMHDD0Y3X5/Screenshot-2026-01-05-at-2-40-33-AM)

You can also toggle ON the "**Choose multiple**" button at the bottom of the Teams dropdown if you want to include/exclude multiple teams data. Tick the checkbox next to each team you want to view/hide.

![Rocks page with the Team filter dropdown open and the Choose multiple toggle highlighted, with a checkbox next to each team](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01Ke60mP5ZXWAPC1AK89Z1MhkA/Screenshot-2026-01-05-at-2-43-43-AM)

## Using the Funnel Icon to Filter Data

The **funnel icon** lets you apply additional filters to narrow down data in different parts of the app. Depending on where you are—whether it's Scorecards, Rocks, To-Dos, Issues, Headlines, Teams, or People—the filter options will vary.

This guide explains what filters appear in each section and what **Status** options are available when applicable.

![Rocks page with the funnel icon filter menu open, listing Status, Owner and Type filters](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01Ke60p1ytR2ANG2ygSQ3fAh9m/Screenshot-2026-01-05-at-2-44-37-AM)

#### Filter Options by Section

Below is a breakdown of what filter fields are available when you click the **funnel icon**, depending on the section you're in.

#### 1. Scorecards

- **Available Filters:**

  - Status: `Active`, `Archived` (Only available after **Display** settings `Archived data` is set to a `Show` option)
  - Owner

![Scorecard page with the funnel icon filter menu open, listing Status and Owner filters](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kE60s5ePmGwycg4heyCFpHEg/Screenshot-2026-01-05-at-2-46-22-AM)

#### 2. Rocks

- **Available Filters:**

  - Status: `On-track`, `Off-track`, `Done`, `Not done`
  - Owner
  - Type: Company or Individual

![Rocks page with the funnel filter Status menu open, listing On-track, Off-track, Done and Not done and a Choose multiple option](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kE60Y8e38Tmq7FgDrRs4gAn7/Screenshot-2026-01-05-at-2-49-10-AM)

#### 3. Headlines

- **Available Filters:**

  - Status: `Not shared`, `Shared` (Only available after **Display** settings `Discussed headlines` is set to a `Show` option)
  - Owner

![Success.co Headlines page with the filter menu open, showing Status options Not shared and Shared](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kE611m71Z89320wb06yJ2y22/Screenshot-2026-01-05-at-2-51-01-AM)

#### 4. To-Dos

- **Available Filters:**

  - Status: `To-do`, `Done` (Only available after **Display** settings `Completed to-dos` is set to a `Show` option)
  - Owner
  - Priority: High, Medium, Low or No priority

![Success.co To-Dos page with the filter menu open, showing Status options To-do and Done](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KE614Jemb8229PZccVD7q0EQ/Screenshot-2026-01-05-at-2-52-36-AM)

#### 5. Issues

- **Available Filters:**

  - Status: `Not solved`, `Solved` (Only available after **Display** settings `Solved Issues` is set to a `Show` option)
  - Owner
  - Priority: High, Medium, Low or No priority

![Success.co Issues page, Short term tab, with the filter menu open showing Status options Not solved and Solved](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KE615zSg5v417c0156W5Ny5c/Screenshot-2026-01-05-at-2-53-22-AM)

#### 6. Teams

- **Available Filters:**

  - User

![Success.co Teams page with the Filter menu open, showing the User filter option](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01ke617ZVmCpTaKEP1x1msfaER/Screenshot-2026-01-05-at-2-54-17-AM)

#### 7. People

- **Available Filters:**

  - Team
  - Permission: Owner, Admin, Manager, Team Member, Observer, Implementer and Practice Manager
  - User Status: Active and Inactive

![Success.co People page with the Filter menu open, listing permission filters from Owner to Practice manager and a Choose multiple toggle](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01ke619J48wccP4zqTs0tP8fnd/Screenshot-2026-01-05-at-2-55-18-AM)

Use the **X icon** to reset filters quickly.

![Success.co Rocks page with Team and Owner filters applied, the X icons that clear each filter highlighted](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01Ke61drGn3jm7126GkBR22S5n/Screenshot-2026-01-05-at-2-57-14-AM)