Filtering Data in Reports and Dashboards

You can obtain data from base reports and tailor it to meet your criteria. To get the metrics you need, filter the data by properties such as trend dates, partner, customer, etc., depending on the screen you are in.

Reports and dashboards each display a subset of the data collected by Unifyr. Certain reports and dashboards may include some default filters, such as by partner group, country, region, or a date range, but you can add your own.

Note:

The filters will reset to the default settings when you leave a report or dashboard. To apply filter changes to a report permanently, save the report as a Look or in a dashboard. For more information, see How to Save a Report.

You can also filter a report or dashboard when you schedule it to be sent to other users. You set values for the filters that exist for the report when configuring the delivery. For more information, see How to Schedule and Send Reports and Dashboards.

To add new filters to an existing report/dashboard:

1. Navigate to Analytics & Reports.
2. Open the report or dashboard you want to view for edit.
3. Choose the   > Explore from here option if you're looking at a report. Users must have editing rights or be on the Explore page to add more filters to a report.
4. Filter the report or dashboard as required:

   • Reports

     In the Explore page, go the Filters section of the report. View the filters already in place for the report.

     

     Click the arrow to expand the Filters section and expose the filter edit area.

     

     Update the filters as required, based on the data fields that make up the report. The left sidebar displays a list of the data points that are available for you to use as filters. Expand each category to view the fields (dimensions and measures) themselves.

     

     Save the report (  > Save > …) if you’d like to use it with these filters again. For more information, see How to Save a Report.

     Click Run at the top of the page to regenerate the report with the new settings.

   • Dashboards

     If a dashboard includes filters, they're displayed at the top of the window. Click on each filter to adjust the values as required.

     

     Click the Update icon to regenerate the report with the new settings. The icon is highlighted when something in the dashboard has changed. 

     

     To reset the filters, click Reset filters.