Bitrix24 Helpdesk

Bitrix24 has a new interface. The images in the articles might differ from the current account design. We will update them soon.

Filter leads by status with OR logic in Looker Studio

The OR logic filter in Looker Studio shows data that matches one of the conditions. Track how many leads are closed or in progress using a filter. Set the following conditions: "Status = Processed" and "Status = In process". Such a filter excludes new leads and shows only active and completed ones.


How to create a report in Looker Studio

Let's add a filter using an example of a new lead report. Go to Analytics > BI analytics and click Connect Google Looker Studio.
Connect Google Looker Studio

Looker Studio will open in a new tab. Select Leads as the data source (1) and click Connect (2).
Description of entity fields in BI Analytics

Check which data fields are available from this source and click Create report. If you need other missing fields, blend data from different data sources.
Blend data sources in Google Looker Studio reports

The report will open in a new tab. In the Setup tab, specify the date range.

Drag the needed fields from the Data section to the Dimensions block, for example:

  • Created by
  • Status
  • Status name
  • Status ID

After that, the table will display lead creators, totals, and statuses.


How to add a filter to a report

Open the Setup tab and click Add a filter.

Enter the filter name and configure your condition. Select the Status ID field and specify the PROCESSED and IN_PROCESS statuses. Then click Save.

The filter will show only the processed leads and those that are in progress.

In Bitrix24, you can check which filters are applied to your reports. Go to CRM > Analytics > BI analytics > BI analytics settings > Usage. This section displays the query results, usage statistics, and data sources.


In brief

  • The OR logic filter in Looker Studio shows data that matches one of the conditions.

  • To create a filter, open a report, access the Setup tab, and click Add a filter.

  • Set the condition that is used to filter your leads.

  • Check which filters are used in your report in Bitrix24. Go to CRM > Analytics > BI analytics > BI analytics settings > Usage.

Was this information helpful?
Integration specialist assistance
Get your Bitrix24 set up by local professionals
FIND BITRIX24 PARTNER NEAR ME
implementation_helper_man
Go to Bitrix24
Don't have an account? Create for free
Related articles
Transfer entities from CRM to Google Looker Studio Refresh report data in Google Looker Studio Use of regular expressions in Google Looker Studio Filter deal report in Google Looker Studio Blend data sources in Google Looker Studio reports Connect Google Looker Studio Monitoring and sending reports to email in Google Looker Studio Set permissions and send reports to clients in Google Looker Studio Limit access to Google Looker Studio report Manage calendar and embed report pages from Google Looker Studio