GoHighLevel Advanced Filters Guide

/ CRM, GHL / By

GoHighLevel Advanced Filters for Custom Objects

If you manage CRM-style data in tools like ClickUp and want more power in your CRM, learning how to use advanced filters for custom objects in GoHighLevel is essential. This how-to guide walks you through every step of filtering, saving, and managing views so you can quickly find exactly the records you need.

The advanced filter options are available inside the custom objects area and let you combine multiple conditions, group filters, and save frequently used configurations for later.

Accessing Custom Objects in GoHighLevel

Before applying filters, you need to navigate to the custom objects section inside your GoHighLevel account.

  1. Log in to your GoHighLevel workspace.
  2. Go to the CRM or data area where custom objects are available in your account.
  3. Select the specific custom object (for example, a custom table of subscriptions, policies, or assets) you want to filter.

Once the custom object is open, you will see your list of records along with filter controls at the top of the table.

Opening the GoHighLevel Advanced Filter Panel

The advanced filter feature lets you build granular conditions so you can narrow down large data sets.

  1. Click on the Filters button at the top of the custom object list.
  2. In the dropdown, choose the option to open the full advanced filter panel.
  3. A sidebar or modal will appear showing fields, operators, and values that you can configure.

This panel is where you will construct all of your filter logic for the selected custom object.

Understanding GoHighLevel Custom Object Filter Fields

Each custom object has its own set of fields. The advanced filter lets you use almost any of these fields as a condition.

Common field types you may see include:

  • Text fields (names, IDs, notes)
  • Number fields (amounts, counts, scores)
  • Date fields (created date, renewal date, last updated)
  • Dropdown or select fields (status, category, type)
  • Boolean fields (true/false, active/inactive)

When you choose a field, GoHighLevel automatically shows the matching operators that make sense for that field type.

Using Operators in GoHighLevel Advanced Filters

Operators define how your selected field will be compared to the value you enter. Some common operators include:

  • is / is not – for exact matches (useful for status or category)
  • contains / does not contain – for partial matches in text fields
  • greater than / less than – for numbers and dates
  • on, before, after – for date-based filters
  • is empty / is not empty – to find missing or existing data

Each filter row consists of a field, an operator, and one or more values depending on the operator type.

Step-by-Step: Creating Your First Advanced Filter

Follow these steps to create a basic advanced filter on a custom object in GoHighLevel:

  1. Open the custom object you want to filter.
  2. Click Filters and open the advanced filter panel.
  3. Click Add Filter or similar to create a new condition.
  4. Select the Field you want to filter by (e.g., Status).
  5. Choose the Operator (e.g., is).
  6. Enter or select the Value that should match (e.g., Active).
  7. Apply the filter to see the updated list of records.

Your table will refresh and only show records that match the filter condition you have defined.

Combining Multiple GoHighLevel Filter Conditions

For more precise segments, you can combine several conditions in one advanced filter.

  1. Add your first condition in the filter panel.
  2. Click Add Condition to create an additional filter row.
  3. Choose whether the conditions are connected with AND or OR logic.

You might build logic such as:

  • Status is Active AND Renewal Date is after today
  • Plan Type is Premium OR Plan Type is Enterprise

Using multiple conditions with AND/OR allows complex segment creation directly within the custom objects view.

Grouping Conditions in GoHighLevel

For even greater control, you can group conditions to create nested logic.

  1. In the advanced filter panel, add several filter rows.
  2. Use the Group or bracket controls to combine certain rows together.
  3. Assign AND or OR logic between the groups.

Example grouped logic:

(Status is Active OR Status is Trial) AND (Renewal Date is after today)

This type of grouping helps you define powerful segments without writing any code.

Working with Date Filters in GoHighLevel Custom Objects

Date filters help you find records created, updated, or due within specific time frames.

Common date-based options you may use include:

  • On a specific date
  • Before or After a date
  • Between two dates
  • Today, Yesterday, This week, Last month, and similar relative periods

Using these options, you can quickly answer questions like:

  • Which records were created last month?
  • Which contracts are renewing within the next 30 days?
  • Which accounts have not been updated since a certain date?

Saving and Reusing GoHighLevel Filter Views

Once you build a useful filter, you can save it so you do not need to rebuild it every time.

  1. Configure your advanced filters exactly as needed.
  2. Click the Save View or Save Filter option in the filter panel or toolbar.
  3. Give the saved view a descriptive name (for example, “Active Renewals Next 30 Days”).
  4. Confirm and save.

After saving, your view becomes available in a dropdown at the top of the custom object list, allowing single-click access to your favorite filter combinations.

Managing Saved GoHighLevel Filter Views

You can edit or delete saved filters as your processes evolve.

  • Select a saved view from the views dropdown.
  • Open the advanced filter panel to modify conditions.
  • Update the filters, then save changes to overwrite or save as a new view.
  • Use the delete or remove icon next to a saved view if you no longer need it.

Keeping your views organized makes it easier for your whole team to pull consistent reports and segments.

Best Practices for GoHighLevel Custom Object Filtering

To get the most from advanced filters, consider these best practices:

  • Name views clearly: Use short, descriptive titles that explain what the filter does.
  • Standardize filters across teams: Agree on a core set of saved filters so everyone sees data the same way.
  • Use date ranges instead of fixed dates when building regularly used reports.
  • Test complex logic by starting with fewer conditions and adding more step-by-step.

These habits make working with large custom object datasets easier and more reliable.

Where to Learn More About GoHighLevel Advanced Filters

The features in this guide are based on the official GoHighLevel documentation for advanced filters on custom objects. You can review the original help article here: GoHighLevel Advanced Filters for Custom Objects.

For broader CRM and funnel strategies that complement your GoHighLevel setup, you may also explore expert resources at Consultevo.

By mastering advanced filters for custom objects, you transform GoHighLevel into a flexible data engine, enabling more accurate reporting, better targeting, and streamlined daily operations for your entire team.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

Scale GoHighLevel

“`