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How to Filter Insight Dashboards

Filtering Insight Dashboards allows you to focus in on the data you need to see.

At the top of each report, you will see a selection of available filters:

Select the filters you would like to update and apply them by clicking the blue update button on the top right-hand side:

Below are the different types of filters available and how to use them.

Timeframes

These allow you to choose from preset timeframes or you can choose a custom range:

Advanced Filters

Some filters allow for more flexibility than others. This type of filter allows you to filter by different conditions:

Clicking the text field will provide you a list of available options. You can also start typing and the available options will be filtered based on the text:

The following types of filters also allow you to add multiple conditions:

Checklist

Check the boxes of the filter options if you only want a select few to apply to your report:

See also:

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