How to: Advanced Find

Overview

Advanced Find is a powerful filtering tool that allows users to build complex queries across Campaign Plan data.

It goes beyond simple dropdown filters and enables precise, logic-based exploration of campaign data.

Advanced Find is accessed via the filter icon in the top-right corner of the Campaign Plan.

Why Use Advanced Find?

Advanced Find enables users to:

• Target specific records with precision

• Apply logical conditions using AND / OR rules

• Filter aggregated data after grouping

• Query related records such as campaigns or invoices

• Reduce noise and manual errors

• Quickly identify exceptions or issues

Advanced Find Filter Types

1. Row Filters

Row Filters target individual records based on direct field values.

Example:

• Flighting rows missing a Day Code

2. Group Filters

Group Filters apply conditions after aggregation.

Example:

• Media Owners with Total Net Spend greater than $50,000

3. Related Entity Filters

Related Entity Filters query data that exists outside the immediate row.

Example:

• Only show flighting records where the Campaign Status = Active

Typical Advanced Find Workflow

1. Open Advanced Find

2. Select the record type (e.g. Campaign Flighting)

3. Add filters:

   • Row filters (record-level rules)

   • Group filters (aggregated conditions)

   • Related-entity filters (join-based rules)

4. Select Apply

5. Review results

6. Optionally save the configuration as a View for future use