Filtering an Analytics Dashboard

Filters are available on each Dashboard so you can hone in on relevant data. In some cases, the filters are preset to show you the most recent data in a limited time frame. You can filter data to see the data you need without impacting other users.

The filters available on each Dashboard differ. For example, on the *Insite Dashboard you will see an Invoice Post Date filter on the Operational Report, but you will not see it on the Trade and Category Report. Filter information is generated from your data in Service Automation.

⦿ How to use Filters
  1. On the Dashboard, click on the desired filter.
  2. Select the desired criteria to include or exclude:

    1. To Include criteria: select is equal to, contains, starts with, or ends with, and then begin typing the criteria in the pick list. Select the desired criteria from the pick list when found.

      You can select multiple criteria from the pick list.

    2. To exclude criteria: select is not equal to, does not contain, does not start with, or does not end with.

      Is null depicts the absence of data in a data set. Conversely, is not null depicts the presence of data.

    3. To include or exclude data without a certain data criteria — for example, to select data without a Region or District assigned in Service Automation — choose is blank / is not blank.
    4. To add more options, click the plus sign (+) next to a field to add another option to the filter. The new option will appear as either an OR condition or an AND condition, depending on the type of filter option.
  3. Once all criteria are selected, click Update in the top-right corner. The Dashboard report updates with the selected criteria.


    Click on strawberry icon to hide filters.

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