[{"data":1,"prerenderedAt":609},["ShallowReactive",2],{"docs:guide:filtering":3,"docs:nav":446,"seo-settings":590},{"value":4},{"slug":5,"path":6,"title":7,"introduction":8,"body":19,"sections":437,"seo":441,"publishedAt":444,"updatedAt":445},"filtering","/docs/guides/filtering","Filtering",{"type":9,"children":10},"root",[11],{"type":12,"tag":13,"props":14,"children":15},"element","p",{},[16],{"type":17,"value":18},"text","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.",{"type":20,"value":21,"toc":430},"minimark",[22,27,31,39,44,91,104,111,121,125,131,138,145,149,155,159,195,205,209,236,243,247,272,280,284,311,321,325,352,361,365,376,386,390,407,415,422],[23,24,26],"h2",{"id":25},"filter-options","Filter Options",[23,28,30],{"id":29},"using-the-is-is-not-filter-condition","Using the \"Is / Is Not\" Filter Condition",[13,32,33,34,38],{},"The ",[35,36,37],"strong",{},"\"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.",[40,41,43],"h4",{"id":42},"steps-to-select-teams","Steps to Select Teams:",[45,46,47,55,74],"ol",{},[48,49,50,51,54],"li",{},"Click on the ",[35,52,53],{},"Team filter"," field.",[48,56,57,60],{},[35,58,59],{},"Select a team from the dropdown list.",[61,62,63],"ul",{},[48,64,65,66,69,70,73],{},"This is required. The ",[35,67,68],{},"\"Is\""," and ",[35,71,72],{},"\"Is Not\""," filter conditions will only appear after you’ve selected a team.",[48,75,76,77],{},"After selecting a team, choose the filter condition:",[61,78,79,85],{},[48,80,81,84],{},[35,82,83],{},"Is"," - to include the selected team(s).",[48,86,87,90],{},[35,88,89],{},"Is Not"," - to exclude the selected team(s).",[92,93],"docs-image",{"asset":94},{"id":95,"publicId":96,"version":97,"format":98,"resourceType":99,"width":100,"height":101,"alt":102,"name":103},"40042621b288c208fd5e9533c2f9f6e2","docs/a_01Ke60eQqSJmYp0zWMHDD0Y3X5/Screenshot-2026-01-05-at-2-40-33-AM",1791492557,"png","image",3578,1982,"Rocks page with the Team filter condition menu open, showing the is and is not options","Screenshot 2026 01 05 At 2.40.33  A M",[13,105,106,107,110],{},"You can also toggle ON the \"",[35,108,109],{},"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.",[92,112],{"asset":113},{"id":114,"publicId":115,"version":116,"format":98,"resourceType":99,"width":117,"height":118,"alt":119,"name":120},"2055f2e90412f7dfa2f5a199490912dd","docs/a_01Ke60mP5ZXWAPC1AK89Z1MhkA/Screenshot-2026-01-05-at-2-43-43-AM",1791492558,3588,1978,"Rocks page with the Team filter dropdown open and the Choose multiple toggle highlighted, with a checkbox next to each team","Screenshot 2026 01 05 At 2.43.43  A M",[23,122,124],{"id":123},"using-the-funnel-icon-to-filter-data","Using the Funnel Icon to Filter Data",[13,126,33,127,130],{},[35,128,129],{},"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.",[13,132,133,134,137],{},"This guide explains what filters appear in each section and what ",[35,135,136],{},"Status"," options are available when applicable.",[92,139],{"asset":140},{"id":141,"publicId":142,"version":116,"format":98,"resourceType":99,"width":117,"height":101,"alt":143,"name":144},"286f36d1883dc01e596dd5ddf032f542","docs/a_01Ke60p1ytR2ANG2ygSQ3fAh9m/Screenshot-2026-01-05-at-2-44-37-AM","Rocks page with the funnel icon filter menu open, listing Status, Owner and Type filters","Screenshot 2026 01 05 At 2.44.37  A M",[40,146,148],{"id":147},"filter-options-by-section","Filter Options by Section",[13,150,151,152,154],{},"Below is a breakdown of what filter fields are available when you click the ",[35,153,129],{},", depending on the section you're in.",[40,156,158],{"id":157},"_1-scorecards","1. Scorecards",[61,160,161],{},[48,162,163,166],{},[35,164,165],{},"Available Filters:",[61,167,168,192],{},[48,169,170,171,175,176,179,180,183,184,187,188,191],{},"Status: ",[172,173,174],"code",{},"Active",", ",[172,177,178],{},"Archived"," (Only available after ",[35,181,182],{},"Display"," settings ",[172,185,186],{},"Archived data"," is set to a ",[172,189,190],{},"Show"," option)",[48,193,194],{},"Owner",[92,196],{"asset":197},{"id":198,"publicId":199,"version":200,"format":98,"resourceType":99,"width":201,"height":202,"alt":203,"name":204},"baa682089a985d42de5a5160a0aa0a41","docs/a_01kE60s5ePmGwycg4heyCFpHEg/Screenshot-2026-01-05-at-2-46-22-AM",1791492559,3582,1984,"Scorecard page with the funnel icon filter menu open, listing Status and Owner filters","Screenshot 2026 01 05 At 2.46.22  A M",[40,206,208],{"id":207},"_2-rocks","2. Rocks",[61,210,211],{},[48,212,213,215],{},[35,214,165],{},[61,216,217,231,233],{},[48,218,170,219,175,222,175,225,175,228],{},[172,220,221],{},"On-track",[172,223,224],{},"Off-track",[172,226,227],{},"Done",[172,229,230],{},"Not done",[48,232,194],{},[48,234,235],{},"Type: Company or Individual",[92,237],{"asset":238},{"id":239,"publicId":240,"version":200,"format":98,"resourceType":99,"width":201,"height":118,"alt":241,"name":242},"0e428e397b7d48373395b878d2902a53","docs/a_01kE60Y8e38Tmq7FgDrRs4gAn7/Screenshot-2026-01-05-at-2-49-10-AM","Rocks page with the funnel filter Status menu open, listing On-track, Off-track, Done and Not done and a Choose multiple option","Screenshot 2026 01 05 At 2.49.10  A M",[40,244,246],{"id":245},"_3-headlines","3. Headlines",[61,248,249],{},[48,250,251,253],{},[35,252,165],{},[61,254,255,270],{},[48,256,170,257,175,260,179,263,183,265,187,268,191],{},[172,258,259],{},"Not shared",[172,261,262],{},"Shared",[35,264,182],{},[172,266,267],{},"Discussed headlines",[172,269,190],{},[48,271,194],{},[92,273],{"asset":274},{"id":275,"publicId":276,"version":200,"format":98,"resourceType":99,"width":117,"height":277,"alt":278,"name":279},"547b310b890346681379274f18164084","docs/a_01kE611m71Z89320wb06yJ2y22/Screenshot-2026-01-05-at-2-51-01-AM",1988,"Success.co Headlines page with the filter menu open, showing Status options Not shared and Shared","Screenshot 2026 01 05 At 2.51.01  A M",[40,281,283],{"id":282},"_4-to-dos","4. To-Dos",[61,285,286],{},[48,287,288,290],{},[35,289,165],{},[61,291,292,306,308],{},[48,293,170,294,175,297,179,299,183,301,187,304,191],{},[172,295,296],{},"To-do",[172,298,227],{},[35,300,182],{},[172,302,303],{},"Completed to-dos",[172,305,190],{},[48,307,194],{},[48,309,310],{},"Priority: High, Medium, Low or No priority",[92,312],{"asset":313},{"id":314,"publicId":315,"version":316,"format":98,"resourceType":99,"width":317,"height":318,"alt":319,"name":320},"cf89193235c84f22df120c3cea58767e","docs/a_01KE614Jemb8229PZccVD7q0EQ/Screenshot-2026-01-05-at-2-52-36-AM",1791492560,3590,1952,"Success.co To-Dos page with the filter menu open, showing Status options To-do and Done","Screenshot 2026 01 05 At 2.52.36  A M",[40,322,324],{"id":323},"_5-issues","5. Issues",[61,326,327],{},[48,328,329,331],{},[35,330,165],{},[61,332,333,348,350],{},[48,334,170,335,175,338,179,341,183,343,187,346,191],{},[172,336,337],{},"Not solved",[172,339,340],{},"Solved",[35,342,182],{},[172,344,345],{},"Solved Issues",[172,347,190],{},[48,349,194],{},[48,351,310],{},[92,353],{"asset":354},{"id":355,"publicId":356,"version":316,"format":98,"resourceType":99,"width":357,"height":358,"alt":359,"name":360},"fa274277a4f1a079ea4f7fe5fa8c8fcc","docs/a_01KE615zSg5v417c0156W5Ny5c/Screenshot-2026-01-05-at-2-53-22-AM",3602,1954,"Success.co Issues page, Short term tab, with the filter menu open showing Status options Not solved and Solved","Screenshot 2026 01 05 At 2.53.22  A M",[40,362,364],{"id":363},"_6-teams","6. Teams",[61,366,367],{},[48,368,369,371],{},[35,370,165],{},[61,372,373],{},[48,374,375],{},"User",[92,377],{"asset":378},{"id":379,"publicId":380,"version":381,"format":98,"resourceType":99,"width":382,"height":383,"alt":384,"name":385},"b5ff0e70691be3c1f8d58b1d8b177641","docs/a_01ke617ZVmCpTaKEP1x1msfaER/Screenshot-2026-01-05-at-2-54-17-AM",1791492561,3594,1948,"Success.co Teams page with the Filter menu open, showing the User filter option","Screenshot 2026 01 05 At 2.54.17  A M",[40,387,389],{"id":388},"_7-people","7. People",[61,391,392],{},[48,393,394,396],{},[35,395,165],{},[61,397,398,401,404],{},[48,399,400],{},"Team",[48,402,403],{},"Permission: Owner, Admin, Manager, Team Member, Observer, Implementer and Practice Manager",[48,405,406],{},"User Status: Active and Inactive",[92,408],{"asset":409},{"id":410,"publicId":411,"version":381,"format":98,"resourceType":99,"width":412,"height":383,"alt":413,"name":414},"3d0c45034995873ed8edd9f96bdc62a8","docs/a_01ke619J48wccP4zqTs0tP8fnd/Screenshot-2026-01-05-at-2-55-18-AM",3604,"Success.co People page with the Filter menu open, listing permission filters from Owner to Practice manager and a Choose multiple toggle","Screenshot 2026 01 05 At 2.55.18  A M",[13,416,417,418,421],{},"Use the ",[35,419,420],{},"X icon"," to reset filters quickly.",[92,423],{"asset":424},{"id":425,"publicId":426,"version":381,"format":98,"resourceType":99,"width":427,"height":101,"alt":428,"name":429},"02290f8270991baaff9da262bb4aa6b8","docs/a_01Ke61drGn3jm7126GkBR22S5n/Screenshot-2026-01-05-at-2-57-14-AM",3586,"Success.co Rocks page with Team and Owner filters applied, the X icons that clear each filter highlighted","Screenshot 2026 01 05 At 2.57.14  A M",{"title":431,"searchDepth":432,"depth":432,"links":433},"",2,[434,435,436],{"id":25,"depth":432,"text":26},{"id":29,"depth":432,"text":30},{"id":123,"depth":432,"text":124},[438,439,440],{"id":25,"title":26},{"id":29,"title":30},{"id":123,"title":124},{"title":442,"description":443},"Filtering Guide — Success.co","Learn how filters work in Success.co. Narrow Scorecards, Rocks, To-Dos, Issues, and Headlines by team, owner, status, and priority.","2025-12-01T13:16:00+00:00","2026-07-02T15:59:05+00:00",{"value":447},[448,466,520,539,545,554],{"title":449,"links":450},"Getting Started",[451,454,457,460,463],{"title":452,"href":453},"Getting Started with Success.co","/docs/guides/getting-started",{"title":455,"href":456},"Join your team","/docs/guides/join-your-team",{"title":458,"href":459},"EOS® Implementers  Guide","/docs/guides/implementers",{"title":461,"href":462},"Affiliate Program Guide","/docs/guides/affiliate-program",{"title":464,"href":465},"Import Data","/docs/guides/import-data",{"title":467,"links":468},"Platform",[469,472,475,478,481,484,487,490,493,496,499,502,505,508,511,514,517],{"title":470,"href":471},"Vision/Traction Organizer (V/TO®)  Guide","/docs/guides/vision-traction-organizer-vto",{"title":473,"href":474},"Accountability Chart Guide","/docs/guides/accountability-chart",{"title":476,"href":477},"Dashboard Guide to Track Rocks, To-Dos & Issues","/docs/guides/dashboard",{"title":479,"href":480},"L10™ Meetings","/docs/guides/l10-meetings",{"title":482,"href":483},"Rocks","/docs/guides/rocks",{"title":485,"href":486},"Scorecard™","/docs/guides/scorecard",{"title":488,"href":489},"EOS® Meeting Agendas Guide","/docs/guides/agendas",{"title":491,"href":492},"Issues","/docs/guides/issues",{"title":494,"href":495},"Headlines","/docs/guides/headlines",{"title":497,"href":498},"How To Use To-Dos in Success.co?","/docs/guides/to-dos",{"title":500,"href":501},"People Analyzer","/docs/guides/people-analyzer",{"title":503,"href":504},"Organizational Checkup™","/docs/guides/organizational-checkup",{"title":506,"href":507},"S.W.O.T","/docs/guides/swot-analysis",{"title":509,"href":510},"Process","/docs/guides/process",{"title":512,"href":513},"Implementer Hub","/docs/guides/implementer-hub",{"title":515,"href":516},"Insights","/docs/guides/insights",{"title":518,"href":519},"Mastery","/docs/guides/mastery",{"title":521,"links":522},"Advanced",[523,524,527,530,533,536],{"title":7,"href":6},{"title":525,"href":526},"Quarter Dates","/docs/guides/quarter-dates",{"title":528,"href":529},"Keyboard Shortcuts Guide","/docs/guides/keyboard-shortcuts",{"title":531,"href":532},"Related Items","/docs/guides/related-items",{"title":534,"href":535},"Notifications","/docs/guides/notifications",{"title":537,"href":538},"Import Templates","/docs/guides/import-templates",{"title":540,"links":541},"Billing",[542],{"title":543,"href":544},"Billing Guide – Set Up Payments, Update Details, and Access Invoices","/docs/guides/billing",{"title":546,"links":547},"Apps",[548,551],{"title":549,"href":550},"Desktop App Guide to Boost Productivity & Track Tasks","/docs/guides/desktop-app",{"title":552,"href":553},"Mobile App","/docs/guides/mobile-app",{"title":555,"links":556},"Integrations",[557,560,563,566,569,572,575,578,581,584,587],{"title":558,"href":559},"Success.co Integrations","/docs/guides/successco-integrations",{"title":561,"href":562},"Google Calendar Integration Guide","/docs/guides/google-calendar",{"title":564,"href":565},"Microsoft Calendar Integration Guide","/docs/guides/microsoft-calendar",{"title":567,"href":568},"Microsoft Teams","/docs/guides/microsoft-teams",{"title":570,"href":571},"Slack","/docs/guides/slack",{"title":573,"href":574},"Asana Integration Guide","/docs/guides/asana",{"title":576,"href":577},"ClickUp Integration Guide","/docs/guides/clickup",{"title":579,"href":580},"Monday.com Integration Guide","/docs/guides/monday",{"title":582,"href":583},"Teamwork Integration Guide","/docs/guides/teamwork",{"title":585,"href":586},"Success.co AI Connector (MCP)","/docs/guides/ai-mcp-connector",{"title":588,"href":589},"Zapier","/docs/guides/zapier",{"value":591},{"id":592,"extension":593,"meta":594,"og_image":595,"og_locale":596,"og_title_fallback":597,"site_url":598,"stem":599,"title_suffix":600,"__hash__":601,"ogImageAsset":602},"seoSettings/settings/seo.yml","yml",{},"df2824aa25f11988810a1b0f3c08f0f2","en_GB","The EOS App","https://www.success.co","settings/seo"," — Success.co","nnRZDXC71vobecumYGFChQJ7a9XRrFJq7bfBBCWo6Bk",{"id":595,"publicId":603,"version":604,"format":98,"resourceType":99,"width":605,"height":606,"alt":607,"name":608},"site/success-opengraph-image",1791366213,1200,630,"Success.co","Success OpenGraph Image",1793784182881]