Find it in every table in Campaigns and Portfolio: the search and filter control, and the tab menu beside the tabs. Last updated 9 Oct 2026.
Overview
Every list in Campaigns and Portfolio works the same way. You narrow it with filters, order it with sort and group, read totals in the footer, and save the setup as a view so it opens the same way next time. Learn it once and it works on every tab.How it works
1
Filter
Open search and filter to narrow by dimensions, status, health or metric conditions.
2
Order
Sort by one or more columns, and group rows by a dimension.
3
Read
The column header stays frozen as you scroll, and the footer analyzes each column.
4
Save
Select Save as view to keep the setup and reopen it in one click.
Use it
Search and filter
- Select the search and filter control.
- Type to search, or pick a filter such as Platform, Ad account, Ad tool, Market, Tag, Status or Health.
- Add metric conditions, for example ROAS, spend or live time.
- Each filter shows as a chip. Select a chip to change it, or Clear to remove filters.
Sort
Open Sort by in the tab menu and pick an order. You can also select a column header. Shift click another header to add a second level. Select Clear sort to go back.Group
Open Group by and pick a dimension. In Campaigns you can group by Platform, Ad account, Ad tool, Market or Tag. Pick None to ungroup.Choose columns
Open the tab menu and pick Metrics to add or remove metric columns. Use Add metric to add one more.Switch the view
Many tabs offer more than one view, such as grid, list, table or calendar. Pick the view in the tab menu. Your filters stay when you switch.Change density
Open Density and pick Comfortable, Medium or Compact. Compact fits more rows on screen.Analyze a column
The footer under each number column reads Analyze. Select it and pick how to total the column, for example a sum or an average. Your pick resets after an hour.Save a view
- Set the filters, sort, grouping and columns you want.
- Open the tab menu and select Save as view.
- Name the view.
Pin a view
Pin a saved view to My workflow in the left menu, so it is one click away.Ask Botep
FAQ
Related
Campaigns
The table you will filter most.
Bulk actions
Act on the rows you filtered.
Daily check
Saved views for the daily check.