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.

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

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:

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

We created a collection of useful Product Guides to let you explore Hubly and get familiar with all of the different ways that our product can make you more productive and simplify how you run your practice.

If you've checked out the Help Center and still need some guidance, you can use the in-app Live Chat to send us a message. You can also reach your Implementation Lead directly. We're here to help, just ask! 🙋‍♂️

We would love to learn more about your challenges and see if Hubly can help your firm grow. Schedule a free strategy call with us directly to get started!