Filters

Filters allow you to customize your reports and choose which information to include or exclude. Furthermore, they can be saved and reused for different date ranges.

Create, save and duplicate filters

Create a filter

1. Click on + Add filter.

2. Select what to filter on.

3. Change the operator (is/is not) and toggle the values using the checkboxes.

4. Repeat step 1-3 for every filter that you want to add.

5. Click on Generate report, or on Apply changes to update the report.

Save a new filter

1. After finishing up your filter, click on Save filter.

2. Give the filter a name. The description is optional.

3. Click on Save filter.

4. Click on Generate report, or on Apply changes to update the report.

Duplicate a saved filter

Filter is selected

1. Click on Duplicate filter.

2. Edit the name and description if necessary.

3. Click on Save filter.

4. Click on Generate report, or on Apply changes to update the report.

Filter is not selected

1. Click on View filters.

2. For the filter to update, click on the three dots.

3. Click on Duplicate.

4. Edit the name and description if necessary.

5. Click on Save filter.

(De)select filters

Select a saved filter

1. Click on View filters.

2. Click on the name of a saved filter, or click on the three dots, then click on View.

3. Click on Generate report, or on Apply changes to update the report.

Deselect a filter

1. Click on Reset.

2. Click on Generate report, or on Apply changes to update the report.

Update filters

1. With an existing filter selected, make the desired changes.

2. Click on Save changes.

3. To update the existing filter, select Save changes. Else, click on Save as new, fill in the required fields and click on Save filter.

4. Click on Generate report, or on Apply changes to update the report.

Delete filters

1. Click on View filters.

2. For the filter to delete, select the three dots.

3. Click on Delete.

4. In the modal, click on Delete to delete the filter.